SFA
EFOR

Sequoia Financial Advisors’s Everforth Inc EFOR Stock Holding History

Sequoia Financial Advisors’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 		– Sell
-12,807
Closed -$617K – 1937
2025
Q4 		$617K Buy
12,807
+8,556
+201% +$394K ﹤0.01% 1157
2025
Q3 		$201K Buy
+4,251
New +$217K ﹤0.01% 1630

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

Sequoia Financial Advisors's EFOR Position: Q1 2026 in Review

Sequoia Financial Advisors sold out of Everforth Inc (EFOR) in Q1 2026, closing a stake of 12,807 shares — an estimated $617K sold.

Sequoia Financial Advisors first reported a position in EFOR in Q3 2025 and held it in 2 quarters. The position peaked at $617K in Q4 2025. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Sequoia Financial Advisors reported no remaining Everforth Inc position as of Q1 2026 after selling out during the quarter.
  • Sequoia Financial Advisors sold 12,807 Everforth Inc shares in Q1 2026, an estimated $617K.
  • Sequoia Financial Advisors first reported a position in Everforth Inc in Q3 2025 and held it in 2 quarters.
  • Sequoia Financial Advisors's Everforth Inc position peaked at $617K in Q4 2025.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Sequoia Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.