PL
EFOR

Perpetual Ltd’s Everforth Inc EFOR Stock Holding History

Perpetual Ltd’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
-5,203
Closed -$201K – 421
2026
Q1 		$201K Buy
+5,203
New +$232K ﹤0.01% 419

Other funds holding EFOR

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Perpetual Ltd's EFOR Position: Q2 2026 in Review

Perpetual Ltd sold out of Everforth Inc (EFOR) in Q2 2026, closing a stake of 5,203 shares — an estimated $201K sold.

Perpetual Ltd first reported a position in EFOR in Q1 2026 and held it in 1 quarter. The position peaked at $201K in Q1 2026. 41 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • Perpetual Ltd reported no remaining Everforth Inc position as of Q2 2026 after selling out during the quarter.
  • Perpetual Ltd sold 5,203 Everforth Inc shares in Q2 2026, an estimated $201K.
  • Perpetual Ltd first reported a position in Everforth Inc in Q1 2026 and held it in 1 quarter.
  • Perpetual Ltd's Everforth Inc position peaked at $201K in Q1 2026.
  • 41 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Perpetual Ltd's 13F filing for Q2 2026, filed 15 Jul 2026.