Jones Financial Companies
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Jones Financial Companies’s EverQuote EVER Stock Holding History

Jones Financial Companies’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 		$1.41M Buy
60,651
+28,978
+91% +$531K ﹤0.01% 1723
2026
Q1 		$481K Buy
31,673
+27,483
+656% +$520K ﹤0.01% 2064
2025
Q4 		$113K Buy
4,190
+1,567
+60% +$38K ﹤0.01% 2171
2025
Q3 		$62K Buy
2,623
+2,246
+596% +$54.3K ﹤0.01% 2291
2025
Q2 		$9.14K Buy
377
+375
+18,750% +$8.88K ﹤0.01% 2904
2025
Q1 		$54 Hold
2
– – ﹤0.01% 3651
2024
Q4 		$40 Hold
2
– – ﹤0.01% 3386
2024
Q3 		$42 Buy
+2
New +$46 ﹤0.01% 2995

Other funds holding EVER

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Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 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

Jones Financial Companies's EVER Position: Q2 2026 in Review

Jones Financial Companies increased its EverQuote (EVER) stake by 91% in Q2 2026, buying an estimated $531K and bringing the position to 60,651 shares worth $1.41M. The position accounts for ﹤0.01% of the portfolio, ranked #1723.

Jones Financial Companies first reported a position in EVER in Q3 2024 and has held it in 8 quarters since. 243 funds tracked by Wall St. Rank hold EVER as of Q2 2026.

  • Jones Financial Companies held 60,651 shares of EverQuote worth $1.41M as of Q2 2026.
  • Jones Financial Companies bought 28,978 EverQuote shares in Q2 2026, an estimated $531K.
  • EverQuote made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1723 holding.
  • Jones Financial Companies first reported a position in EverQuote in Q3 2024 and has held it in 8 quarters since.
  • 243 funds tracked by Wall St. Rank held EverQuote as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.