Thrive Wealth Management’s Everforth Inc EFOR Stock Holding History

Thrive Wealth 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
2026 Q3	$310K	Buy	+9,419	New	+$262K	0.04%	190

Other funds holding EFOR

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Thrive Wealth Management's EFOR Position: Q3 2026 in Review

Thrive Wealth Management opened a new position in Everforth Inc (EFOR) in Q3 2026: 9,419 shares worth $310K. The stake represents 0.04% of the portfolio and ranks #190 among its holdings.

21 funds tracked by Wall St. Rank hold EFOR as of Q3 2026.

Thrive Wealth Management held 9,419 shares of Everforth Inc worth $310K as of Q3 2026.
Everforth Inc was a new Thrive Wealth Management position in Q3 2026.
Everforth Inc made up 0.04% of Thrive Wealth Management's portfolio in Q3 2026, its #190 holding.
21 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2026.

Based on Thrive Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.