Johnson Dunn Capital Advisors Inc’s Everforth Inc EFOR Stock Holding History

Johnson Dunn Capital Advisors Inc’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	$382K	Buy	+11,600	New	+$323K	0.27%	122

Other funds holding EFOR

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

New South Capital Management Memphis, Tennessee $1.53B AUM 36.31% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Johnson Dunn Capital Advisors Inc's EFOR Position: Q3 2026 in Review

Johnson Dunn Capital Advisors Inc opened a new position in Everforth Inc (EFOR) in Q3 2026: 11,600 shares worth $382K. The stake represents 0.27% of the portfolio and ranks #122 among its holdings.

187 funds tracked by Wall St. Rank hold EFOR as of Q3 2026.

Johnson Dunn Capital Advisors Inc held 11,600 shares of Everforth Inc worth $382K as of Q3 2026.
Everforth Inc was a new Johnson Dunn Capital Advisors Inc position in Q3 2026.
Everforth Inc made up 0.27% of Johnson Dunn Capital Advisors Inc's portfolio in Q3 2026, its #122 holding.
187 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2026.

Based on Johnson Dunn Capital Advisors Inc's 13F filing for Q3 2026, filed 12 Nov 2026.