SS
EFOR

Sunbelt Securities’s Everforth Inc EFOR Stock Holding History

Sunbelt Securities’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 		$697 Sell
18
-28
-61% -$1.25K ﹤0.01% 2193
2025
Q4 		$2.22K Buy
46
+27
+142% +$1.25K ﹤0.01% 1857
2025
Q3 		$900 Buy
+19
New +$969 ﹤0.01% 2084

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

Sunbelt Securities's EFOR Position: Q1 2026 in Review

Sunbelt Securities reduced its Everforth Inc (EFOR) stake by 61% in Q1 2026, selling an estimated $1.25K and leaving 18 shares worth $697. The position accounts for ﹤0.01% of the portfolio, ranked #2193.

Sunbelt Securities first reported a position in EFOR in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.22K in Q4 2025. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Sunbelt Securities held 18 shares of Everforth Inc worth $697 as of Q1 2026.
  • Sunbelt Securities sold 28 Everforth Inc shares in Q1 2026, an estimated $1.25K.
  • Everforth Inc made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2193 holding.
  • Sunbelt Securities first reported a position in Everforth Inc in Q3 2025 and has held it in 3 quarters since.
  • Sunbelt Securities's Everforth Inc position peaked at $2.22K in Q4 2025.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.