SSG
EFOR

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
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 $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

Summit Securities Group's EFOR Position: Q2 2025 in Review

Summit Securities Group sold out of Everforth Inc (EFOR) in Q2 2025, closing a stake of 1,256 shares — an estimated $79.2K sold.

Summit Securities Group first reported a position in EFOR in Q1 2025 and held it in 1 quarter. The position peaked at $79.2K in Q1 2025. 287 funds tracked by Wall St. Rank hold EFOR as of Q2 2025.

  • Summit Securities Group reported no remaining Everforth Inc position as of Q2 2025 after selling out during the quarter.
  • Summit Securities Group sold 1,256 Everforth Inc shares in Q2 2025, an estimated $79.2K.
  • Summit Securities Group first reported a position in Everforth Inc in Q1 2025 and held it in 1 quarter.
  • Summit Securities Group's Everforth Inc position peaked at $79.2K in Q1 2025.
  • 287 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2025.

Based on Summit Securities Group's 13F filing for Q2 2025, filed 12 Aug 2025.