NFSG
EFOR

Newbridge Financial Services Group’s Everforth Inc EFOR Stock Holding History

Newbridge Financial Services 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
2025
Q4 		– Sell
-17
Closed -$805 – 1200
2025
Q3 		$805 Hold
17
– – ﹤0.01% 1204
2025
Q2 		$849 Hold
17
– – ﹤0.01% 1215
2025
Q1 		$1.07K Hold
17
– – ﹤0.01% 941
2024
Q4 		$1.42K Buy
+17
New +$1.55K ﹤0.01% 998

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
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

Newbridge Financial Services Group's EFOR Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of Everforth Inc (EFOR) in Q4 2025, closing a stake of 17 shares — an estimated $805 sold.

Newbridge Financial Services Group first reported a position in EFOR in Q4 2024 and held it in 4 quarters. The position peaked at $1.42K in Q4 2024. 275 funds tracked by Wall St. Rank hold EFOR as of Q4 2025.

  • Newbridge Financial Services Group reported no remaining Everforth Inc position as of Q4 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 17 Everforth Inc shares in Q4 2025, an estimated $805.
  • Newbridge Financial Services Group first reported a position in Everforth Inc in Q4 2024 and held it in 4 quarters.
  • Newbridge Financial Services Group's Everforth Inc position peaked at $1.42K in Q4 2024.
  • 275 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.