KFAS
EFOR

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
Q1 		$3.48K Buy
90
+89
+8,900% +$3.97K ﹤0.01% 1613
2025
Q4 		$48 Buy
+1
New +$46 ﹤0.01% 2158

Other funds holding EFOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Keating Financial Advisory Services's EFOR Position: Q1 2026 in Review

Keating Financial Advisory Services increased its Everforth Inc (EFOR) stake by 8,900% in Q1 2026, buying an estimated $3.97K and bringing the position to 90 shares worth $3.48K. The position accounts for ﹤0.01% of the portfolio, ranked #1613.

Keating Financial Advisory Services first reported a position in EFOR in Q4 2025 and has held it in 2 quarters since. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Keating Financial Advisory Services held 90 shares of Everforth Inc worth $3.48K as of Q1 2026.
  • Keating Financial Advisory Services bought 89 Everforth Inc shares in Q1 2026, an estimated $3.97K.
  • Everforth Inc made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q1 2026, its #1613 holding.
  • Keating Financial Advisory Services first reported a position in Everforth Inc in Q4 2025 and has held it in 2 quarters since.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Keating Financial Advisory Services's 13F filing for Q1 2026, filed 15 May 2026.