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Plante Moran Financial Advisors’s Everforth Inc EFOR Stock Holding History

Plante Moran Financial Advisors’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 		$268 Buy
+15
New +$366 ﹤0.01% 1346
2021
Q2 		– Sell
-70
Closed -$7K – 949
2021
Q1 		$7K Buy
+70
New +$6.46K ﹤0.01% 700
2016
Q3 		– Sell
-700
Closed -$26K – 931
2016
Q2 		$26K Buy
+700
New +$25.8K 0.02% 387

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 $3.38T AUM 44.17% 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

Plante Moran Financial Advisors's EFOR Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Everforth Inc (EFOR) in Q2 2026: 15 shares worth $268. The stake represents ﹤0.01% of the portfolio and ranks #1346 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in EFOR as recently as Q1 2021.

Plante Moran Financial Advisors first reported a position in EFOR in Q2 2016 and has held it in 3 quarters since. The position peaked at $26K in Q2 2016. 247 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • Plante Moran Financial Advisors held 15 shares of Everforth Inc worth $268 as of Q2 2026.
  • Everforth Inc was a new Plante Moran Financial Advisors position in Q2 2026.
  • Everforth Inc made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1346 holding.
  • Plante Moran Financial Advisors first reported a position in Everforth Inc in Q2 2016 and has held it in 3 quarters since.
  • Plante Moran Financial Advisors's Everforth Inc position peaked at $26K in Q2 2016.
  • 247 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.