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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Root Financial Partners's EFOR Position: Q1 2026 in Review

Root Financial Partners increased its Everforth Inc (EFOR) stake by 1,172% in Q1 2026, buying an estimated $15.2K and bringing the position to 369 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1513.

Root Financial Partners first reported a position in EFOR in Q3 2025 and has held it in 3 quarters since. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Root Financial Partners held 369 shares of Everforth Inc worth $14.3K as of Q1 2026.
  • Root Financial Partners bought 340 Everforth Inc shares in Q1 2026, an estimated $15.2K.
  • Everforth Inc made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1513 holding.
  • Root Financial Partners first reported a position in Everforth Inc in Q3 2025 and has held it in 3 quarters since.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.