RWM
EFXT

Ritholtz Wealth Management’s Enerflex EFXT Stock Holding History

Ritholtz Wealth Management’s Portfolio EFXT Stock Details EFXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.7M Sell
232,699
-20,313
-8% -$507K 0.09% 157
2026
Q1 		$5.29M Buy
253,012
+10,027
+4% +$191K 0.09% 148
2025
Q4 		$3.75M Buy
242,985
+28,874
+13% +$384K 0.07% 208
2025
Q3 		$2.31M Buy
214,111
+32,777
+18% +$304K 0.04% 293
2025
Q2 		$1.43M Buy
+181,334
New +$1.3M 0.03% 379

Other funds holding EFXT

Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Ritholtz Wealth Management's EFXT Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its Enerflex (EFXT) stake by 8% in Q2 2026, selling an estimated $507K and leaving 232,699 shares worth $5.7M. The position accounts for 0.09% of the portfolio, ranked #157.

Ritholtz Wealth Management first reported a position in EFXT in Q2 2025 and has held it in 5 quarters since. 167 funds tracked by Wall St. Rank hold EFXT as of Q2 2026.

  • Ritholtz Wealth Management held 232,699 shares of Enerflex worth $5.7M as of Q2 2026.
  • Ritholtz Wealth Management sold 20,313 Enerflex shares in Q2 2026, an estimated $507K.
  • Enerflex made up 0.09% of Ritholtz Wealth Management's portfolio in Q2 2026, its #157 holding.
  • Ritholtz Wealth Management first reported a position in Enerflex in Q2 2025 and has held it in 5 quarters since.
  • 167 funds tracked by Wall St. Rank held Enerflex as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.