MFS
EFOR

Mirabella Financial Services’s Everforth Inc EFOR Stock Holding History

Mirabella Financial Services’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
-13,817
Closed -$535K – 707
2026
Q1 		$535K Buy
+13,817
New +$616K 0.05% 250
2021
Q2 		– Sell
-3,117
Closed -$297K – 292
2021
Q1 		$297K Buy
+3,117
New +$288K 0.09% 170

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 $3.37T AUM 44.26% 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

Mirabella Financial Services's EFOR Position: Q2 2026 in Review

Mirabella Financial Services sold out of Everforth Inc (EFOR) in Q2 2026, closing a stake of 13,817 shares — an estimated $535K sold.

Mirabella Financial Services first reported a position in EFOR in Q1 2021 and held it in 2 quarters. The position peaked at $535K in Q1 2026. 247 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • Mirabella Financial Services reported no remaining Everforth Inc position as of Q2 2026 after selling out during the quarter.
  • Mirabella Financial Services sold 13,817 Everforth Inc shares in Q2 2026, an estimated $535K.
  • Mirabella Financial Services first reported a position in Everforth Inc in Q1 2021 and held it in 2 quarters.
  • Mirabella Financial Services's Everforth Inc position peaked at $535K in Q1 2026.
  • 247 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.