Allworth Financial
EVER icon

Allworth Financial’s EverQuote EVER Stock Holding History

Allworth Financial’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
Q2 		$61K Buy
2,562
+997
+64% +$18.3K ﹤0.01% 2308
2026
Q1 		$24.1K Buy
1,565
+365
+30% +$6.9K ﹤0.01% 2855
2025
Q4 		$32.4K Sell
1,200
-113
-9% -$2.74K ﹤0.01% 2498
2025
Q3 		$30K Buy
1,313
+281
+27% +$6.79K ﹤0.01% 2456
2025
Q2 		$25K Buy
1,032
+230
+29% +$5.45K ﹤0.01% 2385
2025
Q1 		$18.6K Buy
802
+43
+6% +$985 ﹤0.01% 2132
2024
Q4 		$13.8K Buy
759
+38
+5% +$718 ﹤0.01% 2311
2024
Q3 		$15.2K Hold
721
– – ﹤0.01% 2071
2024
Q2 		$18.1K Buy
+721
New +$15.2K ﹤0.01% 1946

Other funds holding EVER

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nomura Asset Management International
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Allworth Financial's EVER Position: Q2 2026 in Review

Allworth Financial increased its EverQuote (EVER) stake by 64% in Q2 2026, buying an estimated $18.3K and bringing the position to 2,562 shares worth $61K. The position accounts for ﹤0.01% of the portfolio, ranked #2308.

Allworth Financial first reported a position in EVER in Q2 2024 and has held it in 9 quarters since. 243 funds tracked by Wall St. Rank hold EVER as of Q2 2026.

  • Allworth Financial held 2,562 shares of EverQuote worth $61K as of Q2 2026.
  • Allworth Financial bought 997 EverQuote shares in Q2 2026, an estimated $18.3K.
  • EverQuote made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2308 holding.
  • Allworth Financial first reported a position in EverQuote in Q2 2024 and has held it in 9 quarters since.
  • 243 funds tracked by Wall St. Rank held EverQuote as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.