PTC
EFOR

Petrus Trust Company’s Everforth Inc EFOR Stock Holding History

Petrus Trust Company’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 		– Sell
-4,371
Closed -$275K – 517
2025
Q1 		$275K Buy
4,371
+1,450
+50% +$112K 0.03% 427
2024
Q4 		$243K Buy
+2,921
New +$267K 0.02% 502
2023
Q3 		– Sell
-3,769
Closed -$285K – 572
2023
Q2 		$285K Sell
3,769
-6,149
-62% -$442K 0.03% 393
2023
Q1 		$820K Buy
9,918
+2,099
+27% +$182K 0.1% 28
2022
Q4 		$637K Buy
+7,819
New +$686K 0.08% 48
2019
Q1 		– Sell
-6,631
Closed -$361K – 267
2018
Q4 		$361K Buy
+6,631
New +$432K 0.08% 62

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

Petrus Trust Company's EFOR Position: Q2 2025 in Review

Petrus Trust Company sold out of Everforth Inc (EFOR) in Q2 2025, closing a stake of 4,371 shares — an estimated $275K sold.

Petrus Trust Company first reported a position in EFOR in Q4 2018 and held it in 6 quarters. The position peaked at $820K in Q1 2023. 287 funds tracked by Wall St. Rank hold EFOR as of Q2 2025.

  • Petrus Trust Company reported no remaining Everforth Inc position as of Q2 2025 after selling out during the quarter.
  • Petrus Trust Company sold 4,371 Everforth Inc shares in Q2 2025, an estimated $275K.
  • Petrus Trust Company first reported a position in Everforth Inc in Q4 2018 and held it in 6 quarters.
  • Petrus Trust Company's Everforth Inc position peaked at $820K in Q1 2023.
  • 287 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2025.

Based on Petrus Trust Company's 13F filing for Q2 2025, filed 14 Aug 2025.