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MBL Wealth’s EverQuote EVER Stock Holding History

MBL Wealth’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 		– Sell
-29,507
Closed -$455K – 395
2026
Q1 		$455K Sell
29,507
-518
-2% -$9.8K 0.03% 213
2025
Q4 		$811K Sell
30,025
-2,975
-9% -$72.1K 0.07% 142
2025
Q3 		$755K Hold
33,000
– – 0.07% 128
2025
Q2 		$798K Sell
33,000
-2,765
-8% -$65.5K 0.08% 115
2025
Q1 		$937K Hold
35,765
– – 0.09% 103
2024
Q4 		$715K Hold
35,765
– – 0.07% 113
2024
Q3 		$754K Hold
35,765
– – 0.08% 111
2024
Q2 		$746K Hold
35,765
– – 0.08% 104
2024
Q1 		$664K Buy
+35,765
New +$525K 0.08% 110

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

MBL Wealth's EVER Position: Q2 2026 in Review

MBL Wealth sold out of EverQuote (EVER) in Q2 2026, closing a stake of 29,507 shares — an estimated $455K sold.

MBL Wealth first reported a position in EVER in Q1 2024 and held it in 9 quarters. The position peaked at $937K in Q1 2025. 244 funds tracked by Wall St. Rank hold EVER as of Q2 2026.

  • MBL Wealth reported no remaining EverQuote position as of Q2 2026 after selling out during the quarter.
  • MBL Wealth sold 29,507 EverQuote shares in Q2 2026, an estimated $455K.
  • MBL Wealth first reported a position in EverQuote in Q1 2024 and held it in 9 quarters.
  • MBL Wealth's EverQuote position peaked at $937K in Q1 2025.
  • 244 funds tracked by Wall St. Rank held EverQuote as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.