SC
EFOR

Stephens Consulting’s Everforth Inc EFOR Stock Holding History

Stephens Consulting’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
Q2 		– Sell
-20
Closed -$1.26K – 1261
2025
Q1 		$1.26K Buy
+20
New +$1.54K ﹤0.01% 553
2024
Q3 		– Sell
-34
Closed -$3K – 529
2024
Q2 		$3K Buy
+34
New +$3.25K ﹤0.01% 470
2022
Q1 		– Sell
-26
Closed -$3.21K – 567
2021
Q4 		$3.21K Buy
+26
New +$3.18K ﹤0.01% 556

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
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

Stephens Consulting's EFOR Position: Q2 2025 in Review

Stephens Consulting sold out of Everforth Inc (EFOR) in Q2 2025, closing a stake of 20 shares — an estimated $1.26K sold.

Stephens Consulting first reported a position in EFOR in Q4 2021 and held it in 3 quarters. The position peaked at $3.21K in Q4 2021. 287 funds tracked by Wall St. Rank hold EFOR as of Q2 2025.

  • Stephens Consulting reported no remaining Everforth Inc position as of Q2 2025 after selling out during the quarter.
  • Stephens Consulting sold 20 Everforth Inc shares in Q2 2025, an estimated $1.26K.
  • Stephens Consulting first reported a position in Everforth Inc in Q4 2021 and held it in 3 quarters.
  • Stephens Consulting's Everforth Inc position peaked at $3.21K in Q4 2021.
  • 287 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.