Matrix Trust Company’s Everforth Inc EFOR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-509
Closed -$20K 112
2026
Q1
$20K Buy
+509
New +$22.7K ﹤0.01% 122

Other funds holding EFOR

Matrix Trust Company's EFOR Position: Q2 2026 in Review

Matrix Trust Company sold out of Everforth Inc (EFOR) in Q2 2026, closing a stake of 509 shares — an estimated $20K sold.

Matrix Trust Company first reported a position in EFOR in Q1 2026 and held it in 1 quarter. The position peaked at $20K in Q1 2026. 16 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • Matrix Trust Company reported no remaining Everforth Inc position as of Q2 2026 after selling out during the quarter.
  • Matrix Trust Company sold 509 Everforth Inc shares in Q2 2026, an estimated $20K.
  • Matrix Trust Company first reported a position in Everforth Inc in Q1 2026 and held it in 1 quarter.
  • Matrix Trust Company's Everforth Inc position peaked at $20K in Q1 2026.
  • 16 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Matrix Trust Company's 13F filing for Q2 2026, filed 9 Jul 2026.