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BFC Planning, Inc.’s EverQuote EVER Stock Holding History

BFC Planning, Inc.’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 		$309K Sell
12,973
-875
-6% -$16K 0.01% 788
2026
Q1 		$214K Sell
13,848
-150
-1% -$2.84K 0.01% 850
2025
Q4 		$378K Buy
13,998
+294
+2% +$7.12K 0.02% 638
2025
Q3 		$313K Buy
13,704
+574
+4% +$13.9K 0.02% 515
2025
Q2 		$317K Buy
+13,130
New +$311K 0.02% 473

Other funds holding EVER

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.3B AUM 39.4% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nomura Asset Management International
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

BFC Planning, Inc.'s EVER Position: Q2 2026 in Review

BFC Planning, Inc. reduced its EverQuote (EVER) stake by 6.3% in Q2 2026, selling an estimated $16K and leaving 12,973 shares worth $309K. The position accounts for 0.01% of the portfolio, ranked #788.

BFC Planning, Inc. first reported a position in EVER in Q2 2025 and has held it in 5 quarters since. The position peaked at $378K in Q4 2025. 244 funds tracked by Wall St. Rank hold EVER as of Q2 2026.

  • BFC Planning, Inc. held 12,973 shares of EverQuote worth $309K as of Q2 2026.
  • BFC Planning, Inc. sold 875 EverQuote shares in Q2 2026, an estimated $16K.
  • EverQuote made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #788 holding.
  • BFC Planning, Inc. first reported a position in EverQuote in Q2 2025 and has held it in 5 quarters since.
  • BFC Planning, Inc.'s EverQuote position peaked at $378K in Q4 2025.
  • 244 funds tracked by Wall St. Rank held EverQuote as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.