RCM
EFOR

Radnor Capital Management’s Everforth Inc EFOR Stock Holding History

Radnor Capital Management’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
-4,500
Closed -$213K – 313
2025
Q3 		$213K Hold
4,500
– – 0.03% 308
2025
Q2 		$225K Hold
4,500
– – 0.04% 301
2025
Q1 		$284K Hold
4,500
– – 0.05% 281
2024
Q4 		$375K Hold
4,500
– – 0.06% 252
2024
Q3 		$420K Hold
4,500
– – 0.06% 255
2024
Q2 		$397K Hold
4,500
– – 0.12% 126
2024
Q1 		$471K Hold
4,500
– – 0.08% 232
2023
Q4 		$433K Sell
4,500
-700
-13% -$61.1K 0.08% 233
2023
Q3 		$425K Hold
5,200
– – 0.08% 226
2023
Q2 		$393K Buy
+5,200
New +$374K 0.17% 90

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

Radnor Capital Management's EFOR Position: Q4 2025 in Review

Radnor Capital Management sold out of Everforth Inc (EFOR) in Q4 2025, closing a stake of 4,500 shares — an estimated $213K sold.

Radnor Capital Management first reported a position in EFOR in Q2 2023 and held it in 10 quarters. The position peaked at $471K in Q1 2024. 275 funds tracked by Wall St. Rank hold EFOR as of Q4 2025.

  • Radnor Capital Management reported no remaining Everforth Inc position as of Q4 2025 after selling out during the quarter.
  • Radnor Capital Management sold 4,500 Everforth Inc shares in Q4 2025, an estimated $213K.
  • Radnor Capital Management first reported a position in Everforth Inc in Q2 2023 and held it in 10 quarters.
  • Radnor Capital Management's Everforth Inc position peaked at $471K in Q1 2024.
  • 275 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2025.

Based on Radnor Capital Management's 13F filing for Q4 2025, filed 6 Feb 2026.