TFM
EFOR

TFC Financial Management’s Everforth Inc EFOR Stock Holding History

TFC Financial 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
Q1 		– Sell
-1
Closed -$84 – 964
2024
Q4 		$84 Hold
1
– – ﹤0.01% 858
2024
Q3 		$94 Hold
1
– – ﹤0.01% 857
2024
Q2 		$89 Buy
+1
New +$96 ﹤0.01% 842

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

TFC Financial Management's EFOR Position: Q1 2025 in Review

TFC Financial Management sold out of Everforth Inc (EFOR) in Q1 2025, closing a stake of 1 share — an estimated $84 sold.

TFC Financial Management first reported a position in EFOR in Q2 2024 and held it in 3 quarters. The position peaked at $94 in Q3 2024. 305 funds tracked by Wall St. Rank hold EFOR as of Q1 2025.

  • TFC Financial Management reported no remaining Everforth Inc position as of Q1 2025 after selling out during the quarter.
  • TFC Financial Management sold 1 Everforth Inc share in Q1 2025, an estimated $84.
  • TFC Financial Management first reported a position in Everforth Inc in Q2 2024 and held it in 3 quarters.
  • TFC Financial Management's Everforth Inc position peaked at $94 in Q3 2024.
  • 305 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2025.

Based on TFC Financial Management's 13F filing for Q1 2025, filed 24 Apr 2025.