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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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EWM
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 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. 16 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.
  • 16 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.