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
Q2 		– Sell
-7
Closed -$271 – 1706
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 $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 $3.37T AUM 44.26% 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

TD Private Client Wealth's EFOR Position: Q2 2026 in Review

TD Private Client Wealth sold out of Everforth Inc (EFOR) in Q2 2026, closing a stake of 7 shares — an estimated $271 sold.

TD Private Client Wealth first reported a position in EFOR in Q2 2020 and held it in 7 quarters. The position peaked at $1.13K in Q3 2021. 248 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • TD Private Client Wealth reported no remaining Everforth Inc position as of Q2 2026 after selling out during the quarter.
  • TD Private Client Wealth sold 7 Everforth Inc shares in Q2 2026, an estimated $271.
  • TD Private Client Wealth first reported a position in Everforth Inc in Q2 2020 and held it in 7 quarters.
  • TD Private Client Wealth's Everforth Inc position peaked at $1.13K in Q3 2021.
  • 248 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.