CAPTRUST Financial Advisors’s EverQuote EVER Stock Holding History

CAPTRUST Financial Advisors’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	$226K	Buy	+9,500	New	+$174K	﹤0.01%	2792
2022 Q2	–	Sell	-492	Closed	-$8K	–	4983
2022 Q1	$8K	Sell	492 -299	-38%	-$4.53K	﹤0.01%	3906
2021 Q4	$12K	Buy	791 +659	+499%	+$10.1K	﹤0.01%	3605
2021 Q3	$2K	Buy	132 +56	+74%	+$1.34K	﹤0.01%	4249
2021 Q2	$2K	Buy	+76	New	+$2.53K	﹤0.01%	4161

Other funds holding EVER

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

CAPTRUST Financial Advisors's EVER Position: Q2 2026 in Review

CAPTRUST Financial Advisors opened a new position in EverQuote (EVER) in Q2 2026: 9,500 shares worth $226K. The stake represents ﹤0.01% of the portfolio and ranks #2792 among its holdings. This is a return to the name: CAPTRUST Financial Advisors previously reported a position in EVER as recently as Q1 2022.

CAPTRUST Financial Advisors first reported a position in EVER in Q2 2021 and has held it in 5 quarters since. 244 funds tracked by Wall St. Rank hold EVER as of Q2 2026.

CAPTRUST Financial Advisors held 9,500 shares of EverQuote worth $226K as of Q2 2026.
EverQuote was a new CAPTRUST Financial Advisors position in Q2 2026.
EverQuote made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2792 holding.
CAPTRUST Financial Advisors first reported a position in EverQuote in Q2 2021 and has held it in 5 quarters since.
244 funds tracked by Wall St. Rank held EverQuote as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.