LFG
EFOR

Larson Financial Group’s Everforth Inc EFOR Stock Holding History

Larson Financial Group’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
-103
Closed -$6.49K – 3285
2025
Q1 		$6.49K Buy
103
+101
+5,050% +$7.77K ﹤0.01% 1801
2024
Q4 		$167 Buy
+2
New +$183 ﹤0.01% 2491

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

Larson Financial Group's EFOR Position: Q2 2025 in Review

Larson Financial Group sold out of Everforth Inc (EFOR) in Q2 2025, closing a stake of 103 shares — an estimated $6.49K sold.

Larson Financial Group first reported a position in EFOR in Q4 2024 and held it in 2 quarters. The position peaked at $6.49K in Q1 2025. 287 funds tracked by Wall St. Rank hold EFOR as of Q2 2025.

  • Larson Financial Group reported no remaining Everforth Inc position as of Q2 2025 after selling out during the quarter.
  • Larson Financial Group sold 103 Everforth Inc shares in Q2 2025, an estimated $6.49K.
  • Larson Financial Group first reported a position in Everforth Inc in Q4 2024 and held it in 2 quarters.
  • Larson Financial Group's Everforth Inc position peaked at $6.49K in Q1 2025.
  • 287 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2025.

Based on Larson Financial Group's 13F filing for Q2 2025, filed 8 Aug 2025.