Farther Finance Advisors
EVER icon

Farther Finance Advisors’s EverQuote EVER Stock Holding History

Farther Finance 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
Q3 		$7.7K Sell
384
-33
-8% -$803 ﹤0.01% 4782
2026
Q2 		$9.86K Sell
417
-547
-57% -$10K ﹤0.01% 4429
2026
Q1 		$14.2K Buy
964
+836
+653% +$15.8K ﹤0.01% 3893
2025
Q4 		$3.46K Buy
+128
New +$3.1K ﹤0.01% 4477

Other funds holding EVER

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Farther Finance Advisors's EVER Position: Q3 2026 in Review

Farther Finance Advisors reduced its EverQuote (EVER) stake by 7.9% in Q3 2026, selling an estimated $803 and leaving 384 shares worth $7.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4782.

Farther Finance Advisors first reported a position in EVER in Q4 2025 and has held it in 4 quarters since. The position peaked at $14.2K in Q1 2026. 12 funds tracked by Wall St. Rank hold EVER as of Q3 2026.

  • Farther Finance Advisors held 384 shares of EverQuote worth $7.7K as of Q3 2026.
  • Farther Finance Advisors sold 33 EverQuote shares in Q3 2026, an estimated $803.
  • EverQuote made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4782 holding.
  • Farther Finance Advisors first reported a position in EverQuote in Q4 2025 and has held it in 4 quarters since.
  • Farther Finance Advisors's EverQuote position peaked at $14.2K in Q1 2026.
  • 12 funds tracked by Wall St. Rank held EverQuote as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.