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Principal Securities’s EverQuote EVER Stock Holding History

Principal Securities’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 		$305K Buy
+12,824
New +$235K ﹤0.01% 1316
2025
Q4 		– Sell
-654
Closed -$15K – 2013
2025
Q3 		$15K Buy
654
+318
+95% +$7.68K ﹤0.01% 2544
2025
Q2 		$8.12K Buy
+336
New +$7.96K ﹤0.01% 2701
2024
Q4 		– Sell
-314
Closed -$6.62K – 3569
2024
Q3 		$6.62K Sell
314
-340
-52% -$7.77K ﹤0.01% 2577
2024
Q2 		$13.6K Sell
654
-354
-35% -$7.49K ﹤0.01% 2256
2024
Q1 		$18.7K Sell
1,008
-350
-26% -$5.14K ﹤0.01% 2039
2023
Q4 		$16.6K Buy
+1,358
New +$12.3K ﹤0.01% 2023

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

Principal Securities's EVER Position: Q2 2026 in Review

Principal Securities opened a new position in EverQuote (EVER) in Q2 2026: 12,824 shares worth $305K. The stake represents ﹤0.01% of the portfolio and ranks #1316 among its holdings. This is a return to the name: Principal Securities previously reported a position in EVER as recently as Q3 2025.

Principal Securities first reported a position in EVER in Q4 2023 and has held it in 7 quarters since. 243 funds tracked by Wall St. Rank hold EVER as of Q2 2026.

  • Principal Securities held 12,824 shares of EverQuote worth $305K as of Q2 2026.
  • EverQuote was a new Principal Securities position in Q2 2026.
  • EverQuote made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1316 holding.
  • Principal Securities first reported a position in EverQuote in Q4 2023 and has held it in 7 quarters since.
  • 243 funds tracked by Wall St. Rank held EverQuote as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.