Avion Wealth’s EverQuote EVER Stock Holding History

Avion Wealth’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	$1K	Hold	71	–	–	﹤0.01%	1208
2026 Q2	$1K	Buy	71 +33	+87%	+$605	﹤0.01%	1225
2026 Q1	$0	Buy	+38	New	+$719	﹤0.01%	1345

Other funds holding EVER

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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Avion Wealth's EVER Position: Q3 2026 in Review

Avion Wealth held its EverQuote (EVER) position steady in Q3 2026 at 71 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1208.

Avion Wealth first reported a position in EVER in Q1 2026 and has held it in 3 quarters since. 90 funds tracked by Wall St. Rank hold EVER as of Q3 2026.

Avion Wealth held 71 shares of EverQuote worth $1K as of Q3 2026.
Avion Wealth left its EverQuote share count unchanged in Q3 2026.
EverQuote made up ﹤0.01% of Avion Wealth's portfolio in Q3 2026, its #1208 holding.
Avion Wealth first reported a position in EverQuote in Q1 2026 and has held it in 3 quarters since.
90 funds tracked by Wall St. Rank held EverQuote as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.