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Beacon Investment Advisory Services’s EverQuote EVER Stock Holding History

Beacon Investment Advisory Services’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 		$63.3K Hold
2,661
– – ﹤0.01% 394
2026
Q1 		$41K Buy
+2,661
New +$50.3K ﹤0.01% 464

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Vanguard Capital Management
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Mackenzie Financial
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NAMI
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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

Beacon Investment Advisory Services's EVER Position: Q2 2026 in Review

Beacon Investment Advisory Services held its EverQuote (EVER) position steady in Q2 2026 at 2,661 shares worth $63.3K. The position accounts for ﹤0.01% of the portfolio, ranked #394.

Beacon Investment Advisory Services first reported a position in EVER in Q1 2026 and has held it in 2 quarters since. 243 funds tracked by Wall St. Rank hold EVER as of Q2 2026.

  • Beacon Investment Advisory Services held 2,661 shares of EverQuote worth $63.3K as of Q2 2026.
  • Beacon Investment Advisory Services left its EverQuote share count unchanged in Q2 2026.
  • EverQuote made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #394 holding.
  • Beacon Investment Advisory Services first reported a position in EverQuote in Q1 2026 and has held it in 2 quarters since.
  • 243 funds tracked by Wall St. Rank held EverQuote as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.