TCM
EFOR

TD Capital Management’s Everforth Inc EFOR Stock Holding History

TD Capital Management’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
-26
Closed -$1.64K – 706
2025
Q1 		$1.64K Hold
26
– – ﹤0.01% 503
2024
Q4 		$2.17K Buy
+26
New +$2.37K ﹤0.01% 445
2024
Q2 		– Sell
-3
Closed -$314 – 444
2024
Q1 		$314 Buy
+3
New +$290 ﹤0.01% 488

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

TD Capital Management's EFOR Position: Q2 2025 in Review

TD Capital Management sold out of Everforth Inc (EFOR) in Q2 2025, closing a stake of 26 shares — an estimated $1.64K sold.

TD Capital Management first reported a position in EFOR in Q1 2024 and held it in 3 quarters. The position peaked at $2.17K in Q4 2024. 287 funds tracked by Wall St. Rank hold EFOR as of Q2 2025.

  • TD Capital Management reported no remaining Everforth Inc position as of Q2 2025 after selling out during the quarter.
  • TD Capital Management sold 26 Everforth Inc shares in Q2 2025, an estimated $1.64K.
  • TD Capital Management first reported a position in Everforth Inc in Q1 2024 and held it in 3 quarters.
  • TD Capital Management's Everforth Inc position peaked at $2.17K in Q4 2024.
  • 287 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2025.

Based on TD Capital Management's 13F filing for Q2 2025, filed 8 Aug 2025.