Superior Planning, LLC’s EverQuote EVER Stock Holding History

Superior Planning, LLC’s Portfolio EVER Stock Details EVER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$983	Buy	+49	New	+$1.19K	﹤0.01%	1754

Other funds holding EVER

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $3.64B AUM 71.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Superior Planning, LLC's EVER Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in EverQuote (EVER) in Q3 2026: 49 shares worth $983. The stake represents ﹤0.01% of the portfolio and ranks #1754 among its holdings.

143 funds tracked by Wall St. Rank hold EVER as of Q3 2026.

Superior Planning, LLC held 49 shares of EverQuote worth $983 as of Q3 2026.
EverQuote was a new Superior Planning, LLC position in Q3 2026.
EverQuote made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1754 holding.
143 funds tracked by Wall St. Rank held EverQuote as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.