JF
EFOR

Jump Financial’s Everforth Inc EFOR Stock Holding History

Jump Financial’s Portfolio EFOR Stock Details EFOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-11,773
Closed -$742K – 1774
2025
Q1 		$742K Buy
+11,773
New +$906K 0.01% 929
2023
Q3 		– Sell
-45,563
Closed -$3.45M – 1834
2023
Q2 		$3.45M Buy
45,563
+37,294
+451% +$2.68M 0.13% 204
2023
Q1 		$684K Buy
8,269
+3,243
+65% +$281K 0.03% 761
2022
Q4 		$410K Buy
+5,026
New +$441K 0.02% 867

Other funds holding EFOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Jump Financial's EFOR Position: Q2 2025 in Review

Jump Financial sold out of Everforth Inc (EFOR) in Q2 2025, closing a stake of 11,773 shares — an estimated $742K sold.

Jump Financial first reported a position in EFOR in Q4 2022 and held it in 4 quarters. The position peaked at $3.45M in Q2 2023. 287 funds tracked by Wall St. Rank hold EFOR as of Q2 2025.

  • Jump Financial reported no remaining Everforth Inc position as of Q2 2025 after selling out during the quarter.
  • Jump Financial sold 11,773 Everforth Inc shares in Q2 2025, an estimated $742K.
  • Jump Financial first reported a position in Everforth Inc in Q4 2022 and held it in 4 quarters.
  • Jump Financial's Everforth Inc position peaked at $3.45M in Q2 2023.
  • 287 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2025.

Based on Jump Financial's 13F filing for Q2 2025, filed 13 Aug 2025.