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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Pinnacle Wealth Planning Services's EFOR Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Everforth Inc (EFOR) stake by 434% in Q1 2026, buying an estimated $64.6K and bringing the position to 1,783 shares worth $69K. The position accounts for 0.01% of the portfolio, ranked #1013.

Pinnacle Wealth Planning Services first reported a position in EFOR in Q4 2020 and has held it in 3 quarters since. The position peaked at $75K in Q4 2020. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,783 shares of Everforth Inc worth $69K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 1,449 Everforth Inc shares in Q1 2026, an estimated $64.6K.
  • Everforth Inc made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1013 holding.
  • Pinnacle Wealth Planning Services first reported a position in Everforth Inc in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Everforth Inc position peaked at $75K in Q4 2020.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.