Pathstone Holdings’s Everforth Inc EFOR Stock Holding History

Pathstone Holdings’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	$22.9M	Buy	1,280,177 +77,944	+6%	+$1.9M	0.07%	190
2026 Q1	$46.5M	Buy	1,202,233 +272,330	+29%	+$12.1M	0.19%	85
2025 Q4	$44.8M	Sell	929,903 -2,380	-0.3%	-$110K	0.17%	82
2025 Q3	$44.1M	Sell	932,283 -750	-0.1%	-$38.3K	0.17%	80
2025 Q2	$46.6M	Sell	933,033 -839	-0.1%	-$45.8K	0.18%	78
2025 Q1	$58.9M	Buy	933,872 +20,997	+2%	+$1.62M	0.26%	69
2024 Q4	$76.1M	Sell	912,875 -825	-0.1%	-$75.3K	0.34%	48
2024 Q3	$85.2M	Buy	913,700 +39	+0%	+$3.62K	0.38%	43
2024 Q2	$80.6M	Buy	913,661 +2,068	+0.2%	+$198K	0.36%	46
2024 Q1	$95.5M	Buy	911,593 +31,058	+4%	+$3M	0.45%	37
2023 Q4	$84.7M	Buy	+880,535	New	+$76.9M	0.45%	38

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

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

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Pathstone Holdings's EFOR Position: Q2 2026 in Review

Pathstone Holdings increased its Everforth Inc (EFOR) stake by 6.5% in Q2 2026, buying an estimated $1.9M and bringing the position to 1,280,177 shares worth $22.9M. The position accounts for 0.07% of the portfolio, ranked #190.

Pathstone Holdings first reported a position in EFOR in Q4 2023 and has held it in 11 quarters since. The position peaked at $95.5M in Q1 2024. 247 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

Pathstone Holdings held 1,280,177 shares of Everforth Inc worth $22.9M as of Q2 2026.
Pathstone Holdings bought 77,944 Everforth Inc shares in Q2 2026, an estimated $1.9M.
Everforth Inc made up 0.07% of Pathstone Holdings's portfolio in Q2 2026, its #190 holding.
Pathstone Holdings first reported a position in Everforth Inc in Q4 2023 and has held it in 11 quarters since.
Pathstone Holdings's Everforth Inc position peaked at $95.5M in Q1 2024.
247 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.