Natixis Advisors
EFOR

Natixis Advisors’s Everforth Inc EFOR Stock Holding History

Natixis Advisors’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
2025
Q2 		– Sell
-72,836
Closed -$4.59M – 1603
2025
Q1 		$4.59M Sell
72,836
-14,056
-16% -$1.08M 0.01% 834
2024
Q4 		$7.24M Sell
86,892
-5,363
-6% -$490K 0.01% 731
2024
Q3 		$8.6M Sell
92,255
-103,315
-53% -$9.59M 0.02% 694
2024
Q2 		$17.2M Sell
195,570
-10,792
-5% -$1.03M 0.04% 430
2024
Q1 		$21.6M Buy
206,362
+36,894
+22% +$3.57M 0.05% 364
2023
Q4 		$16.3M Buy
169,468
+11,834
+8% +$1.03M 0.04% 418
2023
Q3 		$12.9M Buy
157,634
+9,871
+7% +$786K 0.04% 440
2023
Q2 		$11.2M Sell
147,763
-6,047
-4% -$435K 0.03% 483
2023
Q1 		$12.7M Buy
153,810
+5,315
+4% +$461K 0.04% 422
2022
Q4 		$12.1M Buy
148,495
+40,952
+38% +$3.59M 0.05% 418
2022
Q3 		$9.72M Sell
107,543
-33,164
-24% -$3.22M 0.04% 441
2022
Q2 		$12.7M Sell
140,707
-121
-0.1% -$12.4K 0.06% 377
2022
Q1 		$16.4M Sell
140,828
-9,950
-7% -$1.13M 0.06% 330
2021
Q4 		$18.6M Buy
150,778
+4,926
+3% +$602K 0.07% 299
2021
Q3 		$16.5M Buy
145,852
+10,591
+8% +$1.11M 0.07% 300
2021
Q2 		$13.1M Sell
135,261
-4,341
-3% -$444K 0.06% 336
2021
Q1 		$13.3M Buy
139,602
+9,376
+7% +$866K 0.07% 320
2020
Q4 		$10.9M Buy
130,226
+4,638
+4% +$357K 0.06% 337
2020
Q3 		$7.98M Buy
125,588
+1,125
+0.9% +$77.4K 0.05% 380
2020
Q2 		$8.3M Sell
124,463
-21,835
-15% -$1.16M 0.06% 355
2020
Q1 		$5.17M Buy
146,298
+88,308
+152% +$5M 0.04% 443
2019
Q4 		$4.12M Buy
57,990
+17,221
+42% +$1.12M 0.03% 604
2019
Q3 		$2.56M Sell
40,769
-8,323
-17% -$514K 0.02% 700
2019
Q2 		$2.98M Buy
49,092
+17,103
+53% +$1.03M 0.02% 648
2019
Q1 		$2.03M Buy
+31,989
New +$2M 0.02% 752

Other funds holding EFOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Natixis Advisors's EFOR Position: Q2 2025 in Review

Natixis Advisors sold out of Everforth Inc (EFOR) in Q2 2025, closing a stake of 72,836 shares — an estimated $4.59M sold.

Natixis Advisors first reported a position in EFOR in Q1 2019 and held it in 25 quarters. The position peaked at $21.6M in Q1 2024. 287 funds tracked by Wall St. Rank hold EFOR as of Q2 2025.

  • Natixis Advisors reported no remaining Everforth Inc position as of Q2 2025 after selling out during the quarter.
  • Natixis Advisors sold 72,836 Everforth Inc shares in Q2 2025, an estimated $4.59M.
  • Natixis Advisors first reported a position in Everforth Inc in Q1 2019 and held it in 25 quarters.
  • Natixis Advisors's Everforth Inc position peaked at $21.6M in Q1 2024.
  • 287 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2025.

Based on Natixis Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.