ZBNA
EFOR

Zions Bancorporation, National Association’s Everforth Inc EFOR Stock Holding History

Zions Bancorporation, National Association’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 		$7.93K Buy
+444
New +$10.8K ﹤0.01% 974
2025
Q2 		– Sell
-17,891
Closed -$1.13M – 870
2025
Q1 		$1.13M Buy
+17,891
New +$1.38M 0.07% 208

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

Zions Bancorporation, National Association's EFOR Position: Q2 2026 in Review

Zions Bancorporation, National Association opened a new position in Everforth Inc (EFOR) in Q2 2026: 444 shares worth $7.93K. The stake represents ﹤0.01% of the portfolio and ranks #974 among its holdings. This is a return to the name: Zions Bancorporation, National Association previously reported a position in EFOR as recently as Q1 2025.

Zions Bancorporation, National Association first reported a position in EFOR in Q1 2025 and has held it in 2 quarters since. The position peaked at $1.13M in Q1 2025. 247 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • Zions Bancorporation, National Association held 444 shares of Everforth Inc worth $7.93K as of Q2 2026.
  • Everforth Inc was a new Zions Bancorporation, National Association position in Q2 2026.
  • Everforth Inc made up ﹤0.01% of Zions Bancorporation, National Association's portfolio in Q2 2026, its #974 holding.
  • Zions Bancorporation, National Association first reported a position in Everforth Inc in Q1 2025 and has held it in 2 quarters since.
  • Zions Bancorporation, National Association's Everforth Inc position peaked at $1.13M in Q1 2025.
  • 247 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Zions Bancorporation, National Association's 13F filing for Q2 2026, filed 31 Jul 2026.