SAG
EFOR

SageView Advisory Group’s Everforth Inc EFOR Stock Holding History

SageView Advisory Group’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
2025
Q4 		$964 Buy
+20
New +$922 ﹤0.01% 2364

Other funds holding EFOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

SageView Advisory Group's EFOR Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Everforth Inc (EFOR) in Q4 2025: 20 shares worth $964. The stake represents ﹤0.01% of the portfolio and ranks #2364 among its holdings.

275 funds tracked by Wall St. Rank hold EFOR as of Q4 2025.

  • SageView Advisory Group held 20 shares of Everforth Inc worth $964 as of Q4 2025.
  • Everforth Inc was a new SageView Advisory Group position in Q4 2025.
  • Everforth Inc made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #2364 holding.
  • 275 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.