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Mather Group’s Everforth Inc EFOR Stock Holding History

Mather Group’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 		– Sell
-12
Closed -$465 – 1909
2026
Q1 		$465 Buy
+12
New +$535 ﹤0.01% 1807
2025
Q4 		– Sell
-12
Closed -$568 – 707
2025
Q3 		$568 Buy
+12
New +$612 ﹤0.01% 1623
2025
Q2 		– Sell
-12
Closed -$756 – 677
2025
Q1 		$756 Hold
12
– – ﹤0.01% 1657
2024
Q4 		$1K Hold
12
– – ﹤0.01% 1613
2024
Q3 		$1.12K Sell
12
-28
-70% -$2.6K ﹤0.01% 1549
2024
Q2 		$4.19K Hold
40
– – ﹤0.01% 1675
2024
Q1 		$3.85K Buy
+40
New +$3.87K ﹤0.01% 1405

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 $3.38T AUM 44.17% 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

Mather Group's EFOR Position: Q2 2026 in Review

Mather Group sold out of Everforth Inc (EFOR) in Q2 2026, closing a stake of 12 shares — an estimated $465 sold.

Mather Group first reported a position in EFOR in Q1 2024 and held it in 7 quarters. The position peaked at $4.19K in Q2 2024. 247 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • Mather Group reported no remaining Everforth Inc position as of Q2 2026 after selling out during the quarter.
  • Mather Group sold 12 Everforth Inc shares in Q2 2026, an estimated $465.
  • Mather Group first reported a position in Everforth Inc in Q1 2024 and held it in 7 quarters.
  • Mather Group's Everforth Inc position peaked at $4.19K in Q2 2024.
  • 247 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.