Wealth Architects’s Everforth Inc EFOR Stock Holding History

Wealth Architects’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	$233K	Buy	+7,081	New	+$197K	0.02%	234

Other funds holding EFOR

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

New South Capital Management Memphis, Tennessee $1.53B AUM 36.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Tweedy, Browne Co Stamford, Connecticut $1.23B AUM 16.54% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Wealth Architects's EFOR Position: Q3 2026 in Review

Wealth Architects opened a new position in Everforth Inc (EFOR) in Q3 2026: 7,081 shares worth $233K. The stake represents 0.02% of the portfolio and ranks #234 among its holdings.

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

Wealth Architects held 7,081 shares of Everforth Inc worth $233K as of Q3 2026.
Everforth Inc was a new Wealth Architects position in Q3 2026.
Everforth Inc made up 0.02% of Wealth Architects's portfolio in Q3 2026, its #234 holding.
117 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2026.

Based on Wealth Architects's 13F filing for Q3 2026, filed 3 Nov 2026.