EFA
RDVT icon

Evernest Financial Advisors’s Red Violet RDVT Stock Holding History

Evernest Financial Advisors’s Portfolio RDVT Stock Details RDVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.3M Sell
36,095
-5,775
-14% -$273K 0.48% 35
2026
Q1 		$1.57M Buy
41,870
+13,870
+50% +$610K 0.33% 46
2025
Q4 		$1.16M Buy
28,000
+15,225
+119% +$826K 0.24% 64
2025
Q3 		$667K Buy
12,775
+5,775
+83% +$274K 0.19% 99
2025
Q2 		$344K Buy
+7,000
New +$305K 0.11% 129

Other funds holding RDVT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $545M AUM 56.2% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $933M AUM 56.2% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
OAM
Ophir Asset Management Sydney, Australia $1.22B AUM 100.03% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Evernest Financial Advisors's RDVT Position: Q2 2026 in Review

Evernest Financial Advisors reduced its Red Violet (RDVT) stake by 14% in Q2 2026, selling an estimated $273K and leaving 36,095 shares worth $2.3M. The position accounts for 0.48% of the portfolio, ranked #35.

Evernest Financial Advisors first reported a position in RDVT in Q2 2025 and has held it in 5 quarters since. 173 funds tracked by Wall St. Rank hold RDVT as of Q2 2026.

  • Evernest Financial Advisors held 36,095 shares of Red Violet worth $2.3M as of Q2 2026.
  • Evernest Financial Advisors sold 5,775 Red Violet shares in Q2 2026, an estimated $273K.
  • Red Violet made up 0.48% of Evernest Financial Advisors's portfolio in Q2 2026, its #35 holding.
  • Evernest Financial Advisors first reported a position in Red Violet in Q2 2025 and has held it in 5 quarters since.
  • 173 funds tracked by Wall St. Rank held Red Violet as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.