SPIA
EFOR

Steward Partners Investment Advisory’s Everforth Inc EFOR Stock Holding History

Steward Partners Investment Advisory’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 		– Sell
-30
Closed -$1.42K – 4317
2025
Q3 		$1.42K Hold
30
– – ﹤0.01% 3995
2025
Q2 		$1.5K Hold
30
– – ﹤0.01% 3798
2025
Q1 		$1.89K Hold
30
– – ﹤0.01% 3657
2024
Q4 		$2.5K Hold
30
– – ﹤0.01% 3580
2024
Q3 		$2.8K Hold
30
– – ﹤0.01% 3368
2024
Q2 		$2.65K Hold
30
– – ﹤0.01% 3224
2024
Q1 		$3.14K Sell
30
-38
-56% -$3.67K ﹤0.01% 3180
2023
Q4 		$6.54K Hold
68
– – ﹤0.01% 2864
2023
Q3 		$5.55K Hold
68
– – ﹤0.01% 2791
2023
Q2 		$5.14K Hold
68
– – ﹤0.01% 2778
2023
Q1 		$5.62K Hold
68
– – ﹤0.01% 2751
2022
Q4 		$5.54K Hold
68
– – ﹤0.01% 2738
2022
Q3 		$6K Hold
68
– – ﹤0.01% 2678
2022
Q2 		$6K Hold
68
– – ﹤0.01% 2669
2022
Q1 		$8K Sell
68
-112
-62% -$12.7K ﹤0.01% 2728
2021
Q4 		$22K Hold
180
– – ﹤0.01% 2275
2021
Q3 		$20K Hold
180
– – ﹤0.01% 2319
2021
Q2 		$17K Sell
180
-150
-45% -$15.3K ﹤0.01% 5299
2021
Q1 		$31.5K Buy
330
+150
+83% +$13.9K ﹤0.01% 2235
2020
Q4 		$15K Buy
180
+38
+27% +$2.92K ﹤0.01% 2148
2020
Q3 		$9K Hold
142
– – ﹤0.01% 2164
2020
Q2 		$9K Sell
142
-17
-11% -$902 ﹤0.01% 2061
2020
Q1 		$5K Hold
159
– – ﹤0.01% 2062
2019
Q4 		$11K Hold
159
– – ﹤0.01% 1969
2019
Q3 		$9K Buy
159
+47
+42% +$2.9K ﹤0.01% 2018
2019
Q2 		$6K Buy
+112
New +$6.73K ﹤0.01% 2147
2018
Q4 		– Sell
-162
Closed -$13K – 855
2018
Q3 		$13K Buy
162
+50
+45% +$4.32K ﹤0.01% 1751
2018
Q2 		$9K Hold
112
– – ﹤0.01% 1765
2018
Q1 		$9K Buy
+112
New +$8.39K ﹤0.01% 1596

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

Steward Partners Investment Advisory's EFOR Position: Q4 2025 in Review

Steward Partners Investment Advisory sold out of Everforth Inc (EFOR) in Q4 2025, closing a stake of 30 shares — an estimated $1.42K sold.

Steward Partners Investment Advisory first reported a position in EFOR in Q1 2018 and held it in 29 quarters. The position peaked at $31.5K in Q1 2021. 275 funds tracked by Wall St. Rank hold EFOR as of Q4 2025.

  • Steward Partners Investment Advisory reported no remaining Everforth Inc position as of Q4 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 30 Everforth Inc shares in Q4 2025, an estimated $1.42K.
  • Steward Partners Investment Advisory first reported a position in Everforth Inc in Q1 2018 and held it in 29 quarters.
  • Steward Partners Investment Advisory's Everforth Inc position peaked at $31.5K in Q1 2021.
  • 275 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2025, filed 12 Feb 2026.