Private Advisor Group
EFOR icon

Private Advisor Group’s Everforth Inc EFOR Stock Holding History

Private Advisor Group’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
Q3 		$216K Buy
+6,575
New +$183K ﹤0.01% 2834
2020
Q3 		– Sell
-34
Closed -$2K – 1682
2020
Q2 		$2K Buy
+34
New +$1.8K ﹤0.01% 3538

Other funds holding EFOR

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
New South Capital Management
New South Capital Management Memphis, Tennessee $1.53B AUM 36.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Private Advisor Group's EFOR Position: Q3 2026 in Review

Private Advisor Group opened a new position in Everforth Inc (EFOR) in Q3 2026: 6,575 shares worth $216K. The stake represents ﹤0.01% of the portfolio and ranks #2834 among its holdings. This is a return to the name: Private Advisor Group previously reported a position in EFOR as recently as Q2 2020.

Private Advisor Group first reported a position in EFOR in Q2 2020 and has held it in 2 quarters since. 191 funds tracked by Wall St. Rank hold EFOR as of Q3 2026.

  • Private Advisor Group held 6,575 shares of Everforth Inc worth $216K as of Q3 2026.
  • Everforth Inc was a new Private Advisor Group position in Q3 2026.
  • Everforth Inc made up ﹤0.01% of Private Advisor Group's portfolio in Q3 2026, its #2834 holding.
  • Private Advisor Group first reported a position in Everforth Inc in Q2 2020 and has held it in 2 quarters since.
  • 191 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2026.

Based on Private Advisor Group's 13F filing for Q3 2026, filed 10 Nov 2026.