PS
EFOR

Principal Securities’s Everforth Inc EFOR Stock Holding History

Principal Securities’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
Q4 		– Sell
-23
Closed -$1.09K – 1485
2025
Q3 		$1.09K Buy
23
+19
+475% +$969 ﹤0.01% 3391
2025
Q2 		$200 Buy
+4
New +$219 ﹤0.01% 3603
2024
Q1 		– Sell
-35
Closed -$3.37K – 3321
2023
Q4 		$3.37K Buy
+35
New +$3.06K ﹤0.01% 2672

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
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

Principal Securities's EFOR Position: Q4 2025 in Review

Principal Securities sold out of Everforth Inc (EFOR) in Q4 2025, closing a stake of 23 shares — an estimated $1.09K sold.

Principal Securities first reported a position in EFOR in Q4 2023 and held it in 3 quarters. The position peaked at $3.37K in Q4 2023. 275 funds tracked by Wall St. Rank hold EFOR as of Q4 2025.

  • Principal Securities reported no remaining Everforth Inc position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 23 Everforth Inc shares in Q4 2025, an estimated $1.09K.
  • Principal Securities first reported a position in Everforth Inc in Q4 2023 and held it in 3 quarters.
  • Principal Securities's Everforth Inc position peaked at $3.37K in Q4 2023.
  • 275 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.