Keating Financial Advisory Services
EFOR icon

Keating Financial Advisory Services’s Everforth Inc EFOR Stock Holding History

Keating Financial Advisory Services’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
2026
Q2 		$3.07K Buy
172
+82
+91% +$2K ﹤0.01% 1770
2026
Q1 		$3.48K Buy
90
+89
+8,900% +$3.97K ﹤0.01% 1613
2025
Q4 		$48 Buy
+1
New +$46 ﹤0.01% 2158

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AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Keating Financial Advisory Services's EFOR Position: Q2 2026 in Review

Keating Financial Advisory Services increased its Everforth Inc (EFOR) stake by 91% in Q2 2026, buying an estimated $2K and bringing the position to 172 shares worth $3.07K. The position accounts for ﹤0.01% of the portfolio, ranked #1770.

Keating Financial Advisory Services first reported a position in EFOR in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.48K in Q1 2026. 247 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • Keating Financial Advisory Services held 172 shares of Everforth Inc worth $3.07K as of Q2 2026.
  • Keating Financial Advisory Services bought 82 Everforth Inc shares in Q2 2026, an estimated $2K.
  • Everforth Inc made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #1770 holding.
  • Keating Financial Advisory Services first reported a position in Everforth Inc in Q4 2025 and has held it in 3 quarters since.
  • Keating Financial Advisory Services's Everforth Inc position peaked at $3.48K in Q1 2026.
  • 247 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.