MFG
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Merit Financial Group’s EverQuote EVER Stock Holding History

Merit 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
Q2 		$207K Buy
+8,717
New +$160K ﹤0.01% 2095

Other funds holding EVER

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Merit Financial Group's EVER Position: Q2 2026 in Review

Merit Financial Group opened a new position in EverQuote (EVER) in Q2 2026: 8,717 shares worth $207K. The stake represents ﹤0.01% of the portfolio and ranks #2095 among its holdings.

16 funds tracked by Wall St. Rank hold EVER as of Q2 2026.

  • Merit Financial Group held 8,717 shares of EverQuote worth $207K as of Q2 2026.
  • EverQuote was a new Merit Financial Group position in Q2 2026.
  • EverQuote made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2095 holding.
  • 16 funds tracked by Wall St. Rank held EverQuote as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.