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Pinnacle Wealth Planning Services’s EverQuote EVER Stock Holding History

Pinnacle Wealth Planning Services’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 		$37.5K Buy
1,576
+1,176
+294% +$21.5K ﹤0.01% 1473
2026
Q1 		$6.17K Sell
400
-1,529
-79% -$28.9K ﹤0.01% 2194
2025
Q4 		$52.1K Buy
+1,929
New +$46.8K 0.01% 1169

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

Pinnacle Wealth Planning Services's EVER Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its EverQuote (EVER) stake by 294% in Q2 2026, buying an estimated $21.5K and bringing the position to 1,576 shares worth $37.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1473.

Pinnacle Wealth Planning Services first reported a position in EVER in Q4 2025 and has held it in 3 quarters since. The position peaked at $52.1K in Q4 2025. 244 funds tracked by Wall St. Rank hold EVER as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,576 shares of EverQuote worth $37.5K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 1,176 EverQuote shares in Q2 2026, an estimated $21.5K.
  • EverQuote made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1473 holding.
  • Pinnacle Wealth Planning Services first reported a position in EverQuote in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's EverQuote position peaked at $52.1K in Q4 2025.
  • 244 funds tracked by Wall St. Rank held EverQuote as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.