Raymond James Financial
EFOR

Raymond James Financial’s Everforth Inc EFOR Stock Holding History

Raymond James Financial’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
-3,971
Closed -$198K – 5069
2025
Q2 		$198K Sell
3,971
-2,205
-36% -$120K ﹤0.01% 4521
2025
Q1 		$389K Buy
6,176
+254
+4% +$19.6K ﹤0.01% 4075
2024
Q4 		$494K Buy
+5,922
New +$541K ﹤0.01% 3909

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

Raymond James Financial's EFOR Position: Q3 2025 in Review

Raymond James Financial sold out of Everforth Inc (EFOR) in Q3 2025, closing a stake of 3,971 shares — an estimated $198K sold.

Raymond James Financial first reported a position in EFOR in Q4 2024 and held it in 3 quarters. The position peaked at $494K in Q4 2024. 298 funds tracked by Wall St. Rank hold EFOR as of Q3 2025.

  • Raymond James Financial reported no remaining Everforth Inc position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 3,971 Everforth Inc shares in Q3 2025, an estimated $198K.
  • Raymond James Financial first reported a position in Everforth Inc in Q4 2024 and held it in 3 quarters.
  • Raymond James Financial's Everforth Inc position peaked at $494K in Q4 2024.
  • 298 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.