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
2026
Q2 		$901K Buy
+50,435
New +$1.23M 0.02% 390
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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 $3.37T AUM 44.26% 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

Larson Financial Group's EFOR Position: Q2 2026 in Review

Larson Financial Group opened a new position in Everforth Inc (EFOR) in Q2 2026: 50,435 shares worth $901K. The stake represents 0.02% of the portfolio and ranks #390 among its holdings. This is a return to the name: Larson Financial Group previously reported a position in EFOR as recently as Q1 2025.

Larson Financial Group first reported a position in EFOR in Q4 2024 and has held it in 3 quarters since. 247 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • Larson Financial Group held 50,435 shares of Everforth Inc worth $901K as of Q2 2026.
  • Everforth Inc was a new Larson Financial Group position in Q2 2026.
  • Everforth Inc made up 0.02% of Larson Financial Group's portfolio in Q2 2026, its #390 holding.
  • Larson Financial Group first reported a position in Everforth Inc in Q4 2024 and has held it in 3 quarters since.
  • 247 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.