Loring Wolcott & Coolidge Fiduciary Advisors’s Everforth Inc EFOR Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2026 Q1	$64.4K	Hold	1,822	–	–	﹤0.01%	409
2025 Q4	$92.2K	Hold	1,822	–	–	﹤0.01%	383
2025 Q3	$81.1K	Hold	1,822	–	–	﹤0.01%	395
2025 Q2	$91K	Hold	1,822	–	–	﹤0.01%	355
2025 Q1	$107K	Hold	1,822	–	–	﹤0.01%	325
2024 Q4	$171K	Hold	1,822	–	–	﹤0.01%	300
2024 Q3	$171K	Hold	1,822	–	–	﹤0.01%	294
2024 Q2	$188K	Hold	1,822	–	–	﹤0.01%	277
2024 Q1	$182K	Hold	1,822	–	–	﹤0.01%	280
2023 Q4	$169K	Hold	1,822	–	–	﹤0.01%	293
2023 Q3	$159K	Hold	1,822	–	–	﹤0.01%	308
2023 Q2	$138K	Hold	1,822	–	–	﹤0.01%	330
2023 Q1	$151K	Hold	1,822	–	–	﹤0.01%	302
2022 Q4	$148K	Hold	1,822	–	–	﹤0.01%	301
2022 Q3	$165K	Hold	1,822	–	–	﹤0.01%	303
2022 Q2	$164K	Hold	1,822	–	–	﹤0.01%	311
2022 Q1	$213K	Sell	1,822 -85	-4%	-$9.63K	﹤0.01%	299
2021 Q4	$235K	Hold	1,907	–	–	﹤0.01%	295
2021 Q3	$216K	Hold	1,907	–	–	﹤0.01%	298
2021 Q2	$185K	Buy	+1,907	New	+$195K	﹤0.01%	331
2021 Q1	–	Sell	-1,907	Closed	-$159K	–	328
2020 Q4	$159K	Buy	1,907 +85	+5%	+$6.54K	﹤0.01%	297
2020 Q3	$116K	Hold	1,822	–	–	﹤0.01%	309
2020 Q2	$121K	Hold	1,822	–	–	﹤0.01%	288
2020 Q1	$64K	Hold	1,822	–	–	﹤0.01%	344
2019 Q4	$129K	Hold	1,822	–	–	﹤0.01%	317
2019 Q3	$115K	Hold	1,822	–	–	﹤0.01%	323
2019 Q2	$110K	Hold	1,822	–	–	﹤0.01%	326
2019 Q1	$116K	Sell	1,822 -200	-10%	-$12.5K	﹤0.01%	310
2018 Q4	$110K	Hold	2,022	–	–	﹤0.01%	310
2018 Q3	$160K	Hold	2,022	–	–	﹤0.01%	285
2018 Q2	$158K	Hold	2,022	–	–	﹤0.01%	293
2018 Q1	$166K	Hold	2,022	–	–	﹤0.01%	300
2017 Q4	$130K	Sell	2,022 -40	-2%	-$2.42K	﹤0.01%	336
2017 Q3	$111K	Buy	2,062 +40	+2%	+$2K	﹤0.01%	342
2017 Q2	$100K	Hold	2,022	–	–	﹤0.01%	355
2017 Q1	$98K	Sell	2,022 -978	-33%	-$45.3K	﹤0.01%	350
2016 Q4	$132K	Hold	3,000	–	–	﹤0.01%	312
2016 Q3	$109K	Hold	3,000	–	–	﹤0.01%	323
2016 Q2	$111K	Hold	3,000	–	–	﹤0.01%	317
2016 Q1	$111K	Hold	3,000	–	–	﹤0.01%	308
2015 Q4	$135K	Hold	3,000	–	–	﹤0.01%	307
2015 Q3	$118K	Hold	3,000	–	–	﹤0.01%	338
2015 Q2	$118K	Hold	3,000	–	–	﹤0.01%	338
2015 Q1	$115K	Hold	3,000	–	–	﹤0.01%	352
2014 Q4	$100K	Hold	3,000	–	–	﹤0.01%	360
2014 Q3	$81K	Hold	3,000	–	–	﹤0.01%	364
2014 Q2	$107K	Hold	3,000	–	–	﹤0.01%	348
2014 Q1	$116K	Hold	3,000	–	–	﹤0.01%	323
2013 Q4	$105K	Hold	3,000	–	–	﹤0.01%	325
2013 Q3	$99K	Hold	3,000	–	–	﹤0.01%	310
2013 Q2	$80K	Buy	+3,000	New	+$75.5K	﹤0.01%	344

Other funds holding EFOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's EFOR Position: Q1 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Everforth Inc (EFOR) position steady in Q1 2026 at 1,822 shares worth $64.4K. The position accounts for ﹤0.01% of the portfolio, ranked #409.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in EFOR in Q2 2013 and has held it in 51 quarters since. The position peaked at $235K in Q4 2021. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 1,822 shares of Everforth Inc worth $64.4K as of Q1 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its Everforth Inc share count unchanged in Q1 2026.
Everforth Inc made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q1 2026, its #409 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Everforth Inc in Q2 2013 and has held it in 51 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's Everforth Inc position peaked at $235K in Q4 2021.
249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.