Mackenzie Financial
EFOR

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
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% 1097
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Mackenzie Financial's EFOR Position: Q1 2026 in Review

Mackenzie Financial increased its Everforth Inc (EFOR) stake by 65% in Q1 2026, buying an estimated $855K and bringing the position to 48,639 shares worth $1.88M. The position accounts for ﹤0.01% of the portfolio, ranked #939.

Mackenzie Financial first reported a position in EFOR in Q1 2019 and has held it in 19 quarters since. The position peaked at $4.44M in Q1 2019. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Mackenzie Financial held 48,639 shares of Everforth Inc worth $1.88M as of Q1 2026.
  • Mackenzie Financial bought 19,177 Everforth Inc shares in Q1 2026, an estimated $855K.
  • Everforth Inc made up ﹤0.01% of Mackenzie Financial's portfolio in Q1 2026, its #939 holding.
  • Mackenzie Financial first reported a position in Everforth Inc in Q1 2019 and has held it in 19 quarters since.
  • Mackenzie Financial's Everforth Inc position peaked at $4.44M in Q1 2019.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.