Root Financial Partners
EFOR icon

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
Q3 		$10.5K Buy
+318
New +$8.86K ﹤0.01% 1892
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 		$1.7K Buy
+36
New +$1.84K ﹤0.01% 1980

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Vanguard Capital Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Root Financial Partners's EFOR Position: Q3 2026 in Review

Root Financial Partners opened a new position in Everforth Inc (EFOR) in Q3 2026: 318 shares worth $10.5K. The stake represents ﹤0.01% of the portfolio and ranks #1892 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in EFOR as recently as Q1 2026.

Root Financial Partners first reported a position in EFOR in Q3 2025 and has held it in 4 quarters since. The position peaked at $14.3K in Q1 2026. 224 funds tracked by Wall St. Rank hold EFOR as of Q3 2026.

  • Root Financial Partners held 318 shares of Everforth Inc worth $10.5K as of Q3 2026.
  • Everforth Inc was a new Root Financial Partners position in Q3 2026.
  • Everforth Inc made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1892 holding.
  • Root Financial Partners first reported a position in Everforth Inc in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Everforth Inc position peaked at $14.3K in Q1 2026.
  • 224 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.