SWP
EFOR

Strategic Wealth Partners’s Everforth Inc EFOR Stock Holding History

Strategic Wealth Partners’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 		$11K Hold
285
– – ﹤0.01% 868
2025
Q4 		$13.7K Hold
285
– – ﹤0.01% 800
2025
Q3 		$13.5K Hold
285
– – ﹤0.01% 831
2025
Q2 		$14.2K Buy
+285
New +$15.6K ﹤0.01% 724

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

Strategic Wealth Partners's EFOR Position: Q1 2026 in Review

Strategic Wealth Partners held its Everforth Inc (EFOR) position steady in Q1 2026 at 285 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #868.

Strategic Wealth Partners first reported a position in EFOR in Q2 2025 and has held it in 4 quarters since. The position peaked at $14.2K in Q2 2025. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Strategic Wealth Partners held 285 shares of Everforth Inc worth $11K as of Q1 2026.
  • Strategic Wealth Partners left its Everforth Inc share count unchanged in Q1 2026.
  • Everforth Inc made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #868 holding.
  • Strategic Wealth Partners first reported a position in Everforth Inc in Q2 2025 and has held it in 4 quarters since.
  • Strategic Wealth Partners's Everforth Inc position peaked at $14.2K in Q2 2025.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.