MG
EFOR

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
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 $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

Mather Group's EFOR Position: Q1 2026 in Review

Mather Group opened a new position in Everforth Inc (EFOR) in Q1 2026: 12 shares worth $465. The stake represents ﹤0.01% of the portfolio and ranks #1807 among its holdings. This is a return to the name: Mather Group previously reported a position in EFOR as recently as Q3 2025.

Mather Group first reported a position in EFOR in Q1 2024 and has held it in 7 quarters since. The position peaked at $4.19K in Q2 2024. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Mather Group held 12 shares of Everforth Inc worth $465 as of Q1 2026.
  • Everforth Inc was a new Mather Group position in Q1 2026.
  • Everforth Inc made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #1807 holding.
  • Mather Group first reported a position in Everforth Inc in Q1 2024 and has held it in 7 quarters since.
  • Mather Group's Everforth Inc position peaked at $4.19K in Q2 2024.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.