Larson Financial Group
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Larson Financial Group’s EverQuote EVER Stock Holding History

Larson Financial Group’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 		$2.01K Sell
100
-161
-62% -$3.92K ﹤0.01% 3228
2026
Q2 		$6.21K Buy
261
+227
+668% +$4.16K ﹤0.01% 2668
2026
Q1 		$524 Sell
34
-265
-89% -$5.01K ﹤0.01% 3307
2025
Q4 		$8.07K Buy
299
+141
+89% +$3.42K ﹤0.01% 2239
2025
Q3 		$3.61K Buy
158
+123
+351% +$2.97K ﹤0.01% 2478
2025
Q2 		$846 Buy
35
+10
+40% +$237 ﹤0.01% 2695
2025
Q1 		$655 Buy
25
+10
+67% +$229 ﹤0.01% 2503
2024
Q4 		$300 Buy
+15
New +$283 ﹤0.01% 2333

Other funds holding EVER

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Emerald Advisers
Emerald Advisers Leola, Pennsylvania $3.64B AUM 71.19% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Larson Financial Group's EVER Position: Q3 2026 in Review

Larson Financial Group reduced its EverQuote (EVER) stake by 62% in Q3 2026, selling an estimated $3.92K and leaving 100 shares worth $2.01K. The position accounts for ﹤0.01% of the portfolio, ranked #3228.

Larson Financial Group first reported a position in EVER in Q4 2024 and has held it in 8 quarters since. The position peaked at $8.07K in Q4 2025. 122 funds tracked by Wall St. Rank hold EVER as of Q3 2026.

  • Larson Financial Group held 100 shares of EverQuote worth $2.01K as of Q3 2026.
  • Larson Financial Group sold 161 EverQuote shares in Q3 2026, an estimated $3.92K.
  • EverQuote made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #3228 holding.
  • Larson Financial Group first reported a position in EverQuote in Q4 2024 and has held it in 8 quarters since.
  • Larson Financial Group's EverQuote position peaked at $8.07K in Q4 2025.
  • 122 funds tracked by Wall St. Rank held EverQuote as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.