RWM
EFOR

Rialto Wealth Management’s Everforth Inc EFOR Stock Holding History

Rialto Wealth 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
-10
Closed -$474 – 1701
2025
Q3 		$474 Buy
+10
New +$510 ﹤0.01% 1271

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

Rialto Wealth Management's EFOR Position: Q4 2025 in Review

Rialto Wealth Management sold out of Everforth Inc (EFOR) in Q4 2025, closing a stake of 10 shares — an estimated $474 sold.

Rialto Wealth Management first reported a position in EFOR in Q3 2025 and held it in 1 quarter. The position peaked at $474 in Q3 2025. 275 funds tracked by Wall St. Rank hold EFOR as of Q4 2025.

  • Rialto Wealth Management reported no remaining Everforth Inc position as of Q4 2025 after selling out during the quarter.
  • Rialto Wealth Management sold 10 Everforth Inc shares in Q4 2025, an estimated $474.
  • Rialto Wealth Management first reported a position in Everforth Inc in Q3 2025 and held it in 1 quarter.
  • Rialto Wealth Management's Everforth Inc position peaked at $474 in Q3 2025.
  • 275 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2025.

Based on Rialto Wealth Management's 13F filing for Q4 2025, filed 12 Jan 2026.