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
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 $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

Mirabella Financial Services's EFOR Position: Q1 2026 in Review

Mirabella Financial Services opened a new position in Everforth Inc (EFOR) in Q1 2026: 13,817 shares worth $535K. The stake represents 0.05% of the portfolio and ranks #250 among its holdings. This is a return to the name: Mirabella Financial Services previously reported a position in EFOR as recently as Q1 2021.

Mirabella Financial Services first reported a position in EFOR in Q1 2021 and has held it in 2 quarters since. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Mirabella Financial Services held 13,817 shares of Everforth Inc worth $535K as of Q1 2026.
  • Everforth Inc was a new Mirabella Financial Services position in Q1 2026.
  • Everforth Inc made up 0.05% of Mirabella Financial Services's portfolio in Q1 2026, its #250 holding.
  • Mirabella Financial Services first reported a position in Everforth Inc in Q1 2021 and has held it in 2 quarters since.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Mirabella Financial Services's 13F filing for Q1 2026, filed 12 May 2026.