MassMutual Private Wealth & Trust
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MassMutual Private Wealth & Trust’s Everforth Inc EFOR Stock Holding History

MassMutual Private Wealth & Trust’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 		$12.3K Buy
374
+90
+32% +$2.51K ﹤0.01% 1245
2026
Q2 		$5.08K Buy
284
+283
+28,300% +$6.91K ﹤0.01% 1670
2026
Q1 		$39 Sell
1
-53
-98% -$2.36K ﹤0.01% 2376
2025
Q4 		$2.6K Sell
54
-264
-83% -$12.2K ﹤0.01% 1925
2025
Q3 		$15.1K Buy
318
+236
+288% +$12K ﹤0.01% 1233
2025
Q2 		$4.09K Sell
82
-37
-31% -$2.02K ﹤0.01% 1709
2025
Q1 		$7.5K Buy
119
+100
+526% +$7.7K ﹤0.01% 1407
2024
Q4 		$1.58K Buy
19
+9
+90% +$822 ﹤0.01% 1894
2024
Q3 		$932 Sell
10
-54
-84% -$5.01K ﹤0.01% 1871
2024
Q2 		$5.64K Buy
64
+55
+611% +$5.26K ﹤0.01% 1276
2024
Q1 		$943 Sell
9
-10
-53% -$967 ﹤0.01% 1722
2023
Q4 		$1.83K Buy
19
+4
+27% +$349 ﹤0.01% 1530
2023
Q3 		$1.22K Hold
15
– – ﹤0.01% 1633
2023
Q2 		$1.13K Sell
15
-18
-55% -$1.29K ﹤0.01% 1625
2023
Q1 		$2.73K Sell
33
-47
-59% -$4.08K ﹤0.01% 1324
2022
Q4 		$7K Hold
80
– – ﹤0.01% 870
2022
Q3 		$7K Buy
80
+47
+142% +$4.56K ﹤0.01% 825
2022
Q2 		$3K Buy
33
+27
+450% +$2.77K ﹤0.01% 1015
2022
Q1 		$1K Buy
+6
New +$680 ﹤0.01% 1255
2019
Q1 		– Sell
-10
Closed -$545 – 862
2018
Q4 		$545 Hold
10
– – ﹤0.01% 935
2018
Q3 		$789 Sell
10
-20
-67% -$1.73K ﹤0.01% 914
2018
Q2 		$2.35K Buy
30
+9
+43% +$736 ﹤0.01% 851
2018
Q1 		$1.72K Buy
+21
New +$1.57K ﹤0.01% 850

Other funds holding EFOR

Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Norden Group
Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

MassMutual Private Wealth & Trust's EFOR Position: Q3 2026 in Review

MassMutual Private Wealth & Trust increased its Everforth Inc (EFOR) stake by 32% in Q3 2026, buying an estimated $2.51K and bringing the position to 374 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1245.

MassMutual Private Wealth & Trust first reported a position in EFOR in Q1 2018 and has held it in 23 quarters since. The position peaked at $15.1K in Q3 2025. 72 funds tracked by Wall St. Rank hold EFOR as of Q3 2026.

  • MassMutual Private Wealth & Trust held 374 shares of Everforth Inc worth $12.3K as of Q3 2026.
  • MassMutual Private Wealth & Trust bought 90 Everforth Inc shares in Q3 2026, an estimated $2.51K.
  • Everforth Inc made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #1245 holding.
  • MassMutual Private Wealth & Trust first reported a position in Everforth Inc in Q1 2018 and has held it in 23 quarters since.
  • MassMutual Private Wealth & Trust's Everforth Inc position peaked at $15.1K in Q3 2025.
  • 72 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.