PWM
EFOR

Parkworth Wealth Management’s Everforth Inc EFOR Stock Holding History

Parkworth Wealth Management’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 		$50 Hold
1
– – ﹤0.01% 1272
2025
Q1 		$63 Sell
1
-1
-50% -$77 ﹤0.01% 1061
2024
Q4 		$167 Buy
+2
New +$183 ﹤0.01% 818

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

Parkworth Wealth Management's EFOR Position: Q2 2025 in Review

Parkworth Wealth Management held its Everforth Inc (EFOR) position steady in Q2 2025 at 1 share worth $50. The position accounts for ﹤0.01% of the portfolio, ranked #1272.

Parkworth Wealth Management first reported a position in EFOR in Q4 2024 and has held it in 3 quarters since. The position peaked at $167 in Q4 2024. 287 funds tracked by Wall St. Rank hold EFOR as of Q2 2025.

  • Parkworth Wealth Management held 1 share of Everforth Inc worth $50 as of Q2 2025.
  • Parkworth Wealth Management left its Everforth Inc share count unchanged in Q2 2025.
  • Everforth Inc made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #1272 holding.
  • Parkworth Wealth Management first reported a position in Everforth Inc in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's Everforth Inc position peaked at $167 in Q4 2024.
  • 287 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.