MFG
EFOR

Merit Financial Group’s Everforth Inc EFOR Stock Holding History

Merit Financial 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 		$481K Buy
26,893
+21,348
+385% +$521K ﹤0.01% 1518
2026
Q1 		$215K Buy
+5,545
New +$247K ﹤0.01% 1875

Other funds holding EFOR

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Merit Financial Group's EFOR Position: Q2 2026 in Review

Merit Financial Group increased its Everforth Inc (EFOR) stake by 385% in Q2 2026, buying an estimated $521K and bringing the position to 26,893 shares worth $481K. The position accounts for ﹤0.01% of the portfolio, ranked #1518.

Merit Financial Group first reported a position in EFOR in Q1 2026 and has held it in 2 quarters since. 29 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • Merit Financial Group held 26,893 shares of Everforth Inc worth $481K as of Q2 2026.
  • Merit Financial Group bought 21,348 Everforth Inc shares in Q2 2026, an estimated $521K.
  • Everforth Inc made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1518 holding.
  • Merit Financial Group first reported a position in Everforth Inc in Q1 2026 and has held it in 2 quarters since.
  • 29 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.