LI
EFOR

LRI Investments’s Everforth Inc EFOR Stock Holding History

LRI Investments’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
Q4 		– Sell
-1,741
Closed -$82.4K – 1354
2025
Q3 		$82.4K Buy
1,741
+1,539
+762% +$78.5K 0.01% 459
2025
Q2 		$10.1K Sell
202
-773
-79% -$42.2K ﹤0.01% 841
2025
Q1 		$61.4K Sell
975
-625
-39% -$48.1K 0.01% 508
2024
Q4 		$133K Hold
1,600
– – 0.01% 362
2024
Q3 		$147K Buy
1,600
+63
+4% +$5.84K 0.01% 337
2024
Q2 		$136K Buy
+1,537
New +$147K 0.02% 333

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
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

LRI Investments's EFOR Position: Q4 2025 in Review

LRI Investments sold out of Everforth Inc (EFOR) in Q4 2025, closing a stake of 1,741 shares — an estimated $82.4K sold.

LRI Investments first reported a position in EFOR in Q2 2024 and held it in 6 quarters. The position peaked at $147K in Q3 2024. 275 funds tracked by Wall St. Rank hold EFOR as of Q4 2025.

  • LRI Investments reported no remaining Everforth Inc position as of Q4 2025 after selling out during the quarter.
  • LRI Investments sold 1,741 Everforth Inc shares in Q4 2025, an estimated $82.4K.
  • LRI Investments first reported a position in Everforth Inc in Q2 2024 and held it in 6 quarters.
  • LRI Investments's Everforth Inc position peaked at $147K in Q3 2024.
  • 275 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2025.

Based on LRI Investments's 13F filing for Q4 2025, filed 4 Feb 2026.