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
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% 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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mackenzie Financial's EFOR Position: Q2 2026 in Review

Mackenzie Financial reduced its Everforth Inc (EFOR) stake by 54% in Q2 2026, selling an estimated $640K and leaving 22,456 shares worth $401K. The position accounts for ﹤0.01% of the portfolio, ranked #1361.

Mackenzie Financial first reported a position in EFOR in Q1 2019 and has held it in 20 quarters since. The position peaked at $4.44M in Q1 2019. 247 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • Mackenzie Financial held 22,456 shares of Everforth Inc worth $401K as of Q2 2026.
  • Mackenzie Financial sold 26,183 Everforth Inc shares in Q2 2026, an estimated $640K.
  • Everforth Inc made up ﹤0.01% of Mackenzie Financial's portfolio in Q2 2026, its #1361 holding.
  • Mackenzie Financial first reported a position in Everforth Inc in Q1 2019 and has held it in 20 quarters since.
  • Mackenzie Financial's Everforth Inc position peaked at $4.44M in Q1 2019.
  • 247 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.