LPL Financial
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LPL Financial’s EverQuote EVER Stock Holding History

LPL Financial’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 		$604K Buy
25,400
+15,258
+150% +$280K ﹤0.01% 4856
2026
Q1 		$156K Sell
10,142
-3,289
-24% -$62.2K ﹤0.01% 5575
2025
Q4 		$363K Sell
13,431
-8,013
-37% -$194K ﹤0.01% 4996
2025
Q3 		$490K Buy
21,444
+4,370
+26% +$106K ﹤0.01% 4645
2025
Q2 		$413K Buy
17,074
+8,402
+97% +$199K ﹤0.01% 4533
2025
Q1 		$227K Buy
+8,672
New +$199K ﹤0.01% 4773

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 $65.2B 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
NAMI
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

LPL Financial's EVER Position: Q2 2026 in Review

LPL Financial increased its EverQuote (EVER) stake by 150% in Q2 2026, buying an estimated $280K and bringing the position to 25,400 shares worth $604K. The position accounts for ﹤0.01% of the portfolio, ranked #4856.

LPL Financial first reported a position in EVER in Q1 2025 and has held it in 6 quarters since. 244 funds tracked by Wall St. Rank hold EVER as of Q2 2026.

  • LPL Financial held 25,400 shares of EverQuote worth $604K as of Q2 2026.
  • LPL Financial bought 15,258 EverQuote shares in Q2 2026, an estimated $280K.
  • EverQuote made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4856 holding.
  • LPL Financial first reported a position in EverQuote in Q1 2025 and has held it in 6 quarters since.
  • 244 funds tracked by Wall St. Rank held EverQuote as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.