IFP Advisors’s EverQuote EVER Stock Holding History

IFP 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	$76.6K	Buy	3,219 +1,610	+100%	+$29.5K	﹤0.01%	2148
2026 Q1	$24.8K	Buy	1,609 +1,273	+379%	+$24.1K	﹤0.01%	2670
2025 Q4	$9.07K	Sell	336 -86	-20%	-$2.08K	﹤0.01%	3115
2025 Q3	$9.65K	Buy	422 +6	+1%	+$145	﹤0.01%	2920
2025 Q2	$10.3K	Buy	416 +276	+197%	+$6.54K	﹤0.01%	2906
2025 Q1	$3.67K	Hold	140	–	–	﹤0.01%	2953
2024 Q4	$2.8K	Buy	140 +11	+9%	+$208	﹤0.01%	2981
2024 Q3	$2.72K	Buy	+129	New	+$2.95K	﹤0.01%	2840
2022 Q4	–	Sell	-62	Closed	-$1K	–	4672
2022 Q3	$1K	Buy	+62	New	+$581	﹤0.01%	4544
2019 Q1	–	Sell	-7,000	Closed	-$30K	–	2664
2018 Q4	$30K	Hold	7,000	–	–	﹤0.01%	1896
2018 Q3	$104K	Buy	+7,000	New	+$106K	﹤0.01%	1449

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

IFP Advisors's EVER Position: Q2 2026 in Review

IFP Advisors increased its EverQuote (EVER) stake by 100% in Q2 2026, buying an estimated $29.5K and bringing the position to 3,219 shares worth $76.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2148.

IFP Advisors first reported a position in EVER in Q3 2018 and has held it in 11 quarters since. The position peaked at $104K in Q3 2018. 244 funds tracked by Wall St. Rank hold EVER as of Q2 2026.

IFP Advisors held 3,219 shares of EverQuote worth $76.6K as of Q2 2026.
IFP Advisors bought 1,610 EverQuote shares in Q2 2026, an estimated $29.5K.
EverQuote made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2148 holding.
IFP Advisors first reported a position in EverQuote in Q3 2018 and has held it in 11 quarters since.
IFP Advisors's EverQuote position peaked at $104K in Q3 2018.
244 funds tracked by Wall St. Rank held EverQuote as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.