TPCW
EFOR

TD Private Client Wealth’s Everforth Inc EFOR Stock Holding History

TD Private Client Wealth’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 		$271 Buy
+7
New +$312 ﹤0.01% 1536
2021
Q4 		– Sell
-10
Closed -$1.13K – 1170
2021
Q3 		$1.13K Hold
10
– – ﹤0.01% 1086
2021
Q2 		$969 Hold
10
– – ﹤0.01% 1113
2021
Q1 		$954 Hold
10
– – ﹤0.01% 1076
2020
Q4 		$835 Hold
10
– – ﹤0.01% 1033
2020
Q3 		$636 Hold
10
– – ﹤0.01% 1007
2020
Q2 		$667 Buy
+10
New +$531 ﹤0.01% 994

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

TD Private Client Wealth's EFOR Position: Q1 2026 in Review

TD Private Client Wealth opened a new position in Everforth Inc (EFOR) in Q1 2026: 7 shares worth $271. The stake represents ﹤0.01% of the portfolio and ranks #1536 among its holdings. This is a return to the name: TD Private Client Wealth previously reported a position in EFOR as recently as Q3 2021.

TD Private Client Wealth first reported a position in EFOR in Q2 2020 and has held it in 7 quarters since. The position peaked at $1.13K in Q3 2021. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • TD Private Client Wealth held 7 shares of Everforth Inc worth $271 as of Q1 2026.
  • Everforth Inc was a new TD Private Client Wealth position in Q1 2026.
  • Everforth Inc made up ﹤0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #1536 holding.
  • TD Private Client Wealth first reported a position in Everforth Inc in Q2 2020 and has held it in 7 quarters since.
  • TD Private Client Wealth's Everforth Inc position peaked at $1.13K in Q3 2021.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.