Summit Securities Group
EFOR icon

Summit Securities Group’s Everforth Inc EFOR Stock Holding History

Summit Securities Group’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 		$17.9K Buy
+1,000
New +$24.4K ﹤0.01% 735
2025
Q2 		– Sell
-1,256
Closed -$79.2K – 1083
2025
Q1 		$79.2K Buy
+1,256
New +$96.7K 0.01% 253

Other funds holding EFOR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Summit Securities Group's EFOR Position: Q2 2026 in Review

Summit Securities Group opened a new position in Everforth Inc (EFOR) in Q2 2026: 1,000 shares worth $17.9K. The stake represents ﹤0.01% of the portfolio and ranks #735 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in EFOR as recently as Q1 2025.

Summit Securities Group first reported a position in EFOR in Q1 2025 and has held it in 2 quarters since. The position peaked at $79.2K in Q1 2025. 247 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • Summit Securities Group held 1,000 shares of Everforth Inc worth $17.9K as of Q2 2026.
  • Everforth Inc was a new Summit Securities Group position in Q2 2026.
  • Everforth Inc made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #735 holding.
  • Summit Securities Group first reported a position in Everforth Inc in Q1 2025 and has held it in 2 quarters since.
  • Summit Securities Group's Everforth Inc position peaked at $79.2K in Q1 2025.
  • 247 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.