RFP
EFOR

Root Financial Partners’s Everforth Inc EFOR Stock Holding History

Root Financial Partners’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
2026
Q2 		– Sell
-369
Closed -$14.3K – 606
2026
Q1 		$14.3K Buy
369
+340
+1,172% +$15.2K ﹤0.01% 1513
2025
Q4 		$1.4K Sell
29
-7
-19% -$323 ﹤0.01% 2049
2025
Q3 		$1.71K Buy
+36
New +$1.84K ﹤0.01% 1980

Other funds holding EFOR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Root Financial Partners's EFOR Position: Q2 2026 in Review

Root Financial Partners sold out of Everforth Inc (EFOR) in Q2 2026, closing a stake of 369 shares — an estimated $14.3K sold.

Root Financial Partners first reported a position in EFOR in Q3 2025 and held it in 3 quarters. The position peaked at $14.3K in Q1 2026. 247 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • Root Financial Partners reported no remaining Everforth Inc position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 369 Everforth Inc shares in Q2 2026, an estimated $14.3K.
  • Root Financial Partners first reported a position in Everforth Inc in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Everforth Inc position peaked at $14.3K in Q1 2026.
  • 247 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.