SS
EFOR

SBI Securities’s Everforth Inc EFOR Stock Holding History

SBI Securities’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 		$18 Sell
1
-10
-91% -$244 ﹤0.01% 3861
2026
Q1 		$426 Buy
11
+10
+1,000% +$446 ﹤0.01% 2951
2025
Q4 		$48 Sell
1
-1
-50% -$46 ﹤0.01% 3581
2025
Q3 		$95 Buy
2
+1
+100% +$51 ﹤0.01% 3533
2025
Q2 		$50 Hold
1
– – ﹤0.01% 3718
2025
Q1 		$63 Hold
1
– – ﹤0.01% 3585
2024
Q4 		$83 Buy
+1
New +$91 ﹤0.01% 3512

Other funds holding EFOR

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

SBI Securities's EFOR Position: Q2 2026 in Review

SBI Securities reduced its Everforth Inc (EFOR) stake by 91% in Q2 2026, selling an estimated $244 and leaving 1 share worth $18. The position accounts for ﹤0.01% of the portfolio, ranked #3861.

SBI Securities first reported a position in EFOR in Q4 2024 and has held it in 7 quarters since. The position peaked at $426 in Q1 2026. 36 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • SBI Securities held 1 share of Everforth Inc worth $18 as of Q2 2026.
  • SBI Securities sold 10 Everforth Inc shares in Q2 2026, an estimated $244.
  • Everforth Inc made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #3861 holding.
  • SBI Securities first reported a position in Everforth Inc in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's Everforth Inc position peaked at $426 in Q1 2026.
  • 36 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.