PTC
EFOR

Private Trust Company’s Everforth Inc EFOR Stock Holding History

Private Trust Company’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
Q3 		– Sell
-79
Closed -$3.94K – 2563
2025
Q2 		$3.94K Buy
79
+18
+30% +$983 ﹤0.01% 2138
2025
Q1 		$3.84K Sell
61
-12
-16% -$924 ﹤0.01% 2126
2024
Q4 		$6.08K Buy
73
+71
+3,550% +$6.48K ﹤0.01% 1917
2024
Q3 		$186 Hold
2
– – ﹤0.01% 2268
2024
Q2 		$176 Hold
2
– – ﹤0.01% 2251
2024
Q1 		$210 Hold
2
– – ﹤0.01% 2224
2023
Q4 		$192 Hold
2
– – ﹤0.01% 2281
2023
Q3 		$163 Hold
2
– – ﹤0.01% 2294
2023
Q2 		$151 Hold
2
– – ﹤0.01% 2278
2023
Q1 		$165 Hold
2
– – ﹤0.01% 2256
2022
Q4 		$0 Hold
2
– – ﹤0.01% 2165
2022
Q3 		$0 Hold
2
– – ﹤0.01% 2020
2022
Q2 		$0 Buy
+2
New +$205 ﹤0.01% 2091
2014
Q4 		– Sell
-49
Closed -$1K – 354
2014
Q3 		$1K Hold
49
– – ﹤0.01% 1702
2014
Q2 		$2K Hold
49
– – ﹤0.01% 1570
2014
Q1 		$2K Sell
49
-41
-46% -$1.38K ﹤0.01% 1453
2013
Q4 		$3K Hold
90
– – ﹤0.01% 1311
2013
Q3 		$3K Hold
90
– – ﹤0.01% 1259
2013
Q2 		$2K Buy
+90
New +$2.27K ﹤0.01% 1311

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Private Trust Company's EFOR Position: Q3 2025 in Review

Private Trust Company sold out of Everforth Inc (EFOR) in Q3 2025, closing a stake of 79 shares — an estimated $3.94K sold.

Private Trust Company first reported a position in EFOR in Q2 2013 and held it in 19 quarters. The position peaked at $6.08K in Q4 2024. 298 funds tracked by Wall St. Rank hold EFOR as of Q3 2025.

  • Private Trust Company reported no remaining Everforth Inc position as of Q3 2025 after selling out during the quarter.
  • Private Trust Company sold 79 Everforth Inc shares in Q3 2025, an estimated $3.94K.
  • Private Trust Company first reported a position in Everforth Inc in Q2 2013 and held it in 19 quarters.
  • Private Trust Company's Everforth Inc position peaked at $6.08K in Q4 2024.
  • 298 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2025.

Based on Private Trust Company's 13F filing for Q3 2025, filed 15 Oct 2025.