BSC
EFOR icon

BOLTON SECURITIES CORPORATION’s Everforth Inc EFOR Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$2.3K Hold
70
– – ﹤0.01% 2080
2026
Q2 		$1.25K Hold
70
– – ﹤0.01% 2120
2026
Q1 		$2.71K Buy
+70
New +$3.12K ﹤0.01% 1853
2025
Q3 		$3.32K Buy
+70
New +$3.57K ﹤0.01% 1767
2025
Q1 		$4.41K Buy
+70
New +$5.39K ﹤0.01% 1606

Other funds holding EFOR

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
New South Capital Management
New South Capital Management Memphis, Tennessee $1.53B AUM 36.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's EFOR Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its Everforth Inc (EFOR) position steady in Q3 2026 at 70 shares worth $2.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2080.

BOLTON SECURITIES CORPORATION first reported a position in EFOR in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.41K in Q1 2025. 181 funds tracked by Wall St. Rank hold EFOR as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 70 shares of Everforth Inc worth $2.3K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION left its Everforth Inc share count unchanged in Q3 2026.
  • Everforth Inc made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #2080 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Everforth Inc in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's Everforth Inc position peaked at $4.41K in Q1 2025.
  • 181 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.