KFI
EFOR

Key Financial Inc’s Everforth Inc EFOR Stock Holding History

Key Financial Inc’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
Q1 		– Sell
-96
Closed -$8K – 1385
2024
Q4 		$8K Hold
96
– – ﹤0.01% 868
2024
Q3 		$8.95K Hold
96
– – ﹤0.01% 828
2024
Q2 		$8.46K Hold
96
– – ﹤0.01% 822
2024
Q1 		$10.1K Hold
96
– – ﹤0.01% 757
2023
Q4 		$9.23K Hold
96
– – ﹤0.01% 763
2023
Q3 		$7.84K Hold
96
– – ﹤0.01% 787
2023
Q2 		$7.26K Hold
96
– – ﹤0.01% 814
2023
Q1 		$7.94K Hold
96
– – ﹤0.01% 722
2022
Q4 		$8.68K Hold
96
– – ﹤0.01% 661
2022
Q3 		$9K Hold
96
– – ﹤0.01% 644
2022
Q2 		$9K Hold
96
– – ﹤0.01% 651
2022
Q1 		$11K Buy
+96
New +$10.9K 0.01% 602

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Key Financial Inc's EFOR Position: Q1 2025 in Review

Key Financial Inc sold out of Everforth Inc (EFOR) in Q1 2025, closing a stake of 96 shares — an estimated $8K sold.

Key Financial Inc first reported a position in EFOR in Q1 2022 and held it in 12 quarters. The position peaked at $11K in Q1 2022. 305 funds tracked by Wall St. Rank hold EFOR as of Q1 2025.

  • Key Financial Inc reported no remaining Everforth Inc position as of Q1 2025 after selling out during the quarter.
  • Key Financial Inc sold 96 Everforth Inc shares in Q1 2025, an estimated $8K.
  • Key Financial Inc first reported a position in Everforth Inc in Q1 2022 and held it in 12 quarters.
  • Key Financial Inc's Everforth Inc position peaked at $11K in Q1 2022.
  • 305 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2025.

Based on Key Financial Inc's 13F filing for Q1 2025, filed 1 May 2025.