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 Q2	–	Sell	-8,190	Closed	-$317K	–	295
2026 Q1	$317K	Buy	+8,190	New	+$365K	0.16%	249

Other funds holding EFOR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Optimize Financial's EFOR Position: Q2 2026 in Review

Optimize Financial sold out of Everforth Inc (EFOR) in Q2 2026, closing a stake of 8,190 shares — an estimated $317K sold.

Optimize Financial first reported a position in EFOR in Q1 2026 and held it in 1 quarter. The position peaked at $317K in Q1 2026. 248 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

Optimize Financial reported no remaining Everforth Inc position as of Q2 2026 after selling out during the quarter.
Optimize Financial sold 8,190 Everforth Inc shares in Q2 2026, an estimated $317K.
Optimize Financial first reported a position in Everforth Inc in Q1 2026 and held it in 1 quarter.
Optimize Financial's Everforth Inc position peaked at $317K in Q1 2026.
248 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.