Colonial Trust’s EverQuote EVER Stock Holding History

Colonial Trust’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	$3.41K	Hold	146	–	–	﹤0.01%	948
2026 Q1	$2.29K	Buy	146 +18	+14%	+$340	﹤0.01%	1010
2025 Q4	$3.42K	Hold	128	–	–	﹤0.01%	927
2025 Q3	$3.11K	Buy	128 +17	+15%	+$411	﹤0.01%	937
2025 Q2	$2.69K	Hold	111	–	–	﹤0.01%	947
2025 Q1	$2.98K	Buy	+111	New	+$2.54K	﹤0.01%	916

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

Colonial Trust's EVER Position: Q2 2026 in Review

Colonial Trust held its EverQuote (EVER) position steady in Q2 2026 at 146 shares worth $3.41K. The position accounts for ﹤0.01% of the portfolio, ranked #948.

Colonial Trust first reported a position in EVER in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.42K in Q4 2025. 244 funds tracked by Wall St. Rank hold EVER as of Q2 2026.

Colonial Trust held 146 shares of EverQuote worth $3.41K as of Q2 2026.
Colonial Trust left its EverQuote share count unchanged in Q2 2026.
EverQuote made up ﹤0.01% of Colonial Trust's portfolio in Q2 2026, its #948 holding.
Colonial Trust first reported a position in EverQuote in Q1 2025 and has held it in 6 quarters since.
Colonial Trust's EverQuote position peaked at $3.42K in Q4 2025.
244 funds tracked by Wall St. Rank held EverQuote as of Q2 2026.

Based on Colonial Trust's 13F filing for Q2 2026, filed 11 Aug 2026.