Perigon Wealth Management
EFOR icon

Perigon Wealth Management’s Everforth Inc EFOR Stock Holding History

Perigon 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
2026
Q3 		$401K Sell
12,195
-13,092
-52% -$365K 0.01% 1009
2026
Q2 		$452K Buy
+25,287
New +$618K 0.01% 936

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New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Norden Group
Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Perigon Wealth Management's EFOR Position: Q3 2026 in Review

Perigon Wealth Management reduced its Everforth Inc (EFOR) stake by 52% in Q3 2026, selling an estimated $365K and leaving 12,195 shares worth $401K. The position accounts for 0.01% of the portfolio, ranked #1009.

Perigon Wealth Management first reported a position in EFOR in Q2 2026 and has held it in 2 quarters since. The position peaked at $452K in Q2 2026. 40 funds tracked by Wall St. Rank hold EFOR as of Q3 2026.

  • Perigon Wealth Management held 12,195 shares of Everforth Inc worth $401K as of Q3 2026.
  • Perigon Wealth Management sold 13,092 Everforth Inc shares in Q3 2026, an estimated $365K.
  • Everforth Inc made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1009 holding.
  • Perigon Wealth Management first reported a position in Everforth Inc in Q2 2026 and has held it in 2 quarters since.
  • Perigon Wealth Management's Everforth Inc position peaked at $452K in Q2 2026.
  • 40 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.