RIL
EFOR

Rothschild Investment LLC’s Everforth Inc EFOR Stock Holding History

Rothschild Investment LLC’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 		$75.3K Buy
4,215
+1,644
+64% +$40.2K ﹤0.01% 1141
2026
Q1 		$99.5K Buy
2,571
+1,557
+154% +$69.4K 0.01% 890
2025
Q4 		$48.8K Buy
1,014
+551
+119% +$25.4K ﹤0.01% 1029
2025
Q3 		$21.9K Buy
463
+393
+561% +$20.1K ﹤0.01% 1208
2025
Q2 		$3.5K Buy
70
+55
+367% +$3K ﹤0.01% 1691
2025
Q1 		$945 Sell
15
-10
-40% -$770 ﹤0.01% 2374
2024
Q4 		$2.08K Sell
25
-15
-38% -$1.37K ﹤0.01% 1777
2024
Q3 		$3.73K Buy
40
+35
+700% +$3.25K ﹤0.01% 1402
2024
Q2 		$441 Hold
5
– – ﹤0.01% 2098
2024
Q1 		$524 Buy
+5
New +$483 ﹤0.01% 1348
2015
Q1 		– Sell
-35,235
Closed -$1.17M – 499
2014
Q4 		$1.17M Buy
35,235
+200
+0.6% +$6.01K 0.14% 163
2014
Q3 		$941K Hold
35,035
– – 0.11% 196
2014
Q2 		$1.25M Buy
35,035
+35
+0.1% +$1.25K 0.16% 141
2014
Q1 		$1.35M Hold
35,000
– – 0.18% 129
2013
Q4 		$1.22M Sell
35,000
-350
-1% -$11.7K 0.17% 127
2013
Q3 		$1.17M Buy
35,350
+350
+1% +$10.9K 0.17% 122
2013
Q2 		$935K Buy
+35,000
New +$881K 0.15% 138

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 $3.38T AUM 44.17% 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

Rothschild Investment LLC's EFOR Position: Q2 2026 in Review

Rothschild Investment LLC increased its Everforth Inc (EFOR) stake by 64% in Q2 2026, buying an estimated $40.2K and bringing the position to 4,215 shares worth $75.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1141.

Rothschild Investment LLC first reported a position in EFOR in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.35M in Q1 2014. 247 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • Rothschild Investment LLC held 4,215 shares of Everforth Inc worth $75.3K as of Q2 2026.
  • Rothschild Investment LLC bought 1,644 Everforth Inc shares in Q2 2026, an estimated $40.2K.
  • Everforth Inc made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1141 holding.
  • Rothschild Investment LLC first reported a position in Everforth Inc in Q2 2013 and has held it in 17 quarters since.
  • Rothschild Investment LLC's Everforth Inc position peaked at $1.35M in Q1 2014.
  • 247 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.