RA
EFOR

Rise Advisors’s Everforth Inc EFOR Stock Holding History

Rise Advisors’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
-224
Closed -$10.6K – 202
2025
Q3 		$10.6K Hold
224
– – ﹤0.01% 958
2025
Q2 		$11.2K Hold
224
– – ﹤0.01% 925
2025
Q1 		$14.1K Hold
224
– – 0.01% 745
2024
Q4 		$18.7K Hold
224
– – 0.01% 707
2024
Q3 		$20.9K Hold
224
– – 0.01% 655
2024
Q2 		$19.8K Hold
224
– – 0.01% 645
2024
Q1 		$23.5K Buy
+224
New +$21.7K 0.01% 533

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

Rise Advisors's EFOR Position: Q4 2025 in Review

Rise Advisors sold out of Everforth Inc (EFOR) in Q4 2025, closing a stake of 224 shares — an estimated $10.6K sold.

Rise Advisors first reported a position in EFOR in Q1 2024 and held it in 7 quarters. The position peaked at $23.5K in Q1 2024. 275 funds tracked by Wall St. Rank hold EFOR as of Q4 2025.

  • Rise Advisors reported no remaining Everforth Inc position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 224 Everforth Inc shares in Q4 2025, an estimated $10.6K.
  • Rise Advisors first reported a position in Everforth Inc in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Everforth Inc position peaked at $23.5K in Q1 2024.
  • 275 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.