PWPS
EFOR

Pinnacle Wealth Planning Services’s Everforth Inc EFOR Stock Holding History

Pinnacle Wealth Planning Services’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 		$304 Sell
17
-1,766
-99% -$43.1K ﹤0.01% 2690
2026
Q1 		$69K Buy
1,783
+1,449
+434% +$64.6K 0.01% 1013
2025
Q4 		$16.1K Buy
+334
New +$15.4K ﹤0.01% 1815
2021
Q1 		– Sell
-896
Closed -$75K – 461
2020
Q4 		$75K Buy
+896
New +$68.9K 0.02% 596

Other funds holding EFOR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Pinnacle Wealth Planning Services's EFOR Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Everforth Inc (EFOR) stake by 99% in Q2 2026, selling an estimated $43.1K and leaving 17 shares worth $304. The position accounts for ﹤0.01% of the portfolio, ranked #2690.

Pinnacle Wealth Planning Services first reported a position in EFOR in Q4 2020 and has held it in 4 quarters since. The position peaked at $75K in Q4 2020. 247 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • Pinnacle Wealth Planning Services held 17 shares of Everforth Inc worth $304 as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 1,766 Everforth Inc shares in Q2 2026, an estimated $43.1K.
  • Everforth Inc made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2690 holding.
  • Pinnacle Wealth Planning Services first reported a position in Everforth Inc in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Everforth Inc position peaked at $75K in Q4 2020.
  • 247 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.