AssetMark Inc’s EverQuote EVER Stock Holding History

AssetMark Inc’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	$1.48K	Hold	62	–	–	﹤0.01%	3058
2026 Q1	$956	Buy	+62	New	+$1.17K	﹤0.01%	3048
2025 Q3	–	Sell	-3	Closed	-$73	–	3215
2025 Q2	$73	Buy	+3	New	+$71	﹤0.01%	2955

Other funds holding EVER

Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

EMFAT

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

AssetMark Inc's EVER Position: Q2 2026 in Review

AssetMark Inc held its EverQuote (EVER) position steady in Q2 2026 at 62 shares worth $1.48K. The position accounts for ﹤0.01% of the portfolio, ranked #3058.

AssetMark Inc first reported a position in EVER in Q2 2025 and has held it in 3 quarters since. 70 funds tracked by Wall St. Rank hold EVER as of Q2 2026.

AssetMark Inc held 62 shares of EverQuote worth $1.48K as of Q2 2026.
AssetMark Inc left its EverQuote share count unchanged in Q2 2026.
EverQuote made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #3058 holding.
AssetMark Inc first reported a position in EverQuote in Q2 2025 and has held it in 3 quarters since.
70 funds tracked by Wall St. Rank held EverQuote as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.