LFA
EFOR

LGT Financial Advisors’s Everforth Inc EFOR Stock Holding History

LGT Financial Advisors’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
Q3 		– Sell
-2
Closed -$100 – 405
2025
Q2 		$100 Buy
+2
New +$109 ﹤0.01% 596
2025
Q1 		– Sell
-167
Closed -$13.9K – 332
2024
Q4 		$13.9K Hold
167
– – 0.03% 385
2024
Q3 		$15.6K Hold
167
– – 0.04% 331
2024
Q2 		$14.7K Hold
167
– – 0.03% 383
2024
Q1 		$17.5K Hold
167
– – 0.02% 384
2023
Q4 		$16.1K Hold
167
– – 0.02% 390
2023
Q3 		$13.6K Buy
+167
New +$13.3K 0.02% 420

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LGT Financial Advisors's EFOR Position: Q3 2025 in Review

LGT Financial Advisors sold out of Everforth Inc (EFOR) in Q3 2025, closing a stake of 2 shares — an estimated $100 sold.

LGT Financial Advisors first reported a position in EFOR in Q3 2023 and held it in 7 quarters. The position peaked at $17.5K in Q1 2024. 298 funds tracked by Wall St. Rank hold EFOR as of Q3 2025.

  • LGT Financial Advisors reported no remaining Everforth Inc position as of Q3 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 2 Everforth Inc shares in Q3 2025, an estimated $100.
  • LGT Financial Advisors first reported a position in Everforth Inc in Q3 2023 and held it in 7 quarters.
  • LGT Financial Advisors's Everforth Inc position peaked at $17.5K in Q1 2024.
  • 298 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2025.

Based on LGT Financial Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.