Mackenzie Financial
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Mackenzie Financial’s Everforth Inc EFOR Stock Holding History

Mackenzie Financial’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
Q3 		$718K Sell
21,810
-646
-3% -$18K ﹤0.01% 1263
2026
Q2 		$401K Sell
22,456
-26,183
-54% -$640K ﹤0.01% 1361
2026
Q1 		$1.88M Buy
48,639
+19,177
+65% +$855K ﹤0.01% 939
2025
Q4 		$1.45M Buy
+29,462
New +$1.36M ﹤0.01% 963
2025
Q1 		– Sell
-2,874
Closed -$240K – 1680
2024
Q4 		$240K Sell
2,874
-24,372
-89% -$2.23M ﹤0.01% 1482
2024
Q3 		$2.54M Buy
27,246
+362
+1% +$33.6K ﹤0.01% 678
2024
Q2 		$2.37M Buy
26,884
+23,764
+762% +$2.27M ﹤0.01% 693
2024
Q1 		$327K Hold
3,120
– – ﹤0.01% 1139
2023
Q4 		$300K Hold
3,120
– – ﹤0.01% 1151
2023
Q3 		$246K Hold
3,120
– – ﹤0.01% 1205
2023
Q2 		$235K Sell
3,120
-12,569
-80% -$904K ﹤0.01% 1269
2023
Q1 		$1.3M Buy
15,689
+12,569
+403% +$1.09M ﹤0.01% 811
2022
Q4 		$254K Sell
3,120
-165
-5% -$14.5K ﹤0.01% 1147
2022
Q3 		$297K Sell
3,285
-144
-4% -$14K ﹤0.01% 1092
2022
Q2 		$309K Buy
3,429
+760
+28% +$77.9K ﹤0.01% 1080
2022
Q1 		$311K Buy
2,669
+60
+2% +$6.8K ﹤0.01% 1095
2021
Q4 		$322K Sell
2,609
-21,778
-89% -$2.66M ﹤0.01% 1114
2021
Q3 		$2.76M Buy
24,387
+1,194
+5% +$126K ﹤0.01% 686
2021
Q2 		$2.25M Buy
+23,193
New +$2.37M ﹤0.01% 700
2019
Q3 		– Sell
-4,302
Closed -$261K – 1012
2019
Q2 		$261K Sell
4,302
-65,577
-94% -$3.94M ﹤0.01% 986
2019
Q1 		$4.44M Buy
+69,879
New +$4.37M 0.01% 561

Other funds holding EFOR

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Mackenzie Financial's EFOR Position: Q3 2026 in Review

Mackenzie Financial reduced its Everforth Inc (EFOR) stake by 2.9% in Q3 2026, selling an estimated $18K and leaving 21,810 shares worth $718K. The position accounts for ﹤0.01% of the portfolio, ranked #1263.

Mackenzie Financial first reported a position in EFOR in Q1 2019 and has held it in 21 quarters since. The position peaked at $4.44M in Q1 2019. 224 funds tracked by Wall St. Rank hold EFOR as of Q3 2026.

  • Mackenzie Financial held 21,810 shares of Everforth Inc worth $718K as of Q3 2026.
  • Mackenzie Financial sold 646 Everforth Inc shares in Q3 2026, an estimated $18K.
  • Everforth Inc made up ﹤0.01% of Mackenzie Financial's portfolio in Q3 2026, its #1263 holding.
  • Mackenzie Financial first reported a position in Everforth Inc in Q1 2019 and has held it in 21 quarters since.
  • Mackenzie Financial's Everforth Inc position peaked at $4.44M in Q1 2019.
  • 224 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2026.

Based on Mackenzie Financial's 13F filing for Q3 2026, filed 2 Nov 2026.