OF
EFOR

Optimize Financial’s Everforth Inc EFOR Stock Holding History

Optimize Financial’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 		$317K Buy
+8,190
New +$365K 0.16% 249

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

Optimize Financial's EFOR Position: Q1 2026 in Review

Optimize Financial opened a new position in Everforth Inc (EFOR) in Q1 2026: 8,190 shares worth $317K. The stake represents 0.16% of the portfolio and ranks #249 among its holdings.

249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Optimize Financial held 8,190 shares of Everforth Inc worth $317K as of Q1 2026.
  • Everforth Inc was a new Optimize Financial position in Q1 2026.
  • Everforth Inc made up 0.16% of Optimize Financial's portfolio in Q1 2026, its #249 holding.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

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