Raymond James Financial’s EverQuote EVER Stock Holding History

Raymond James 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	$4.53M	Sell	190,220 -13,286	-7%	-$243K	﹤0.01%	2812
2026 Q1	$3.14M	Sell	203,506 -97,313	-32%	-$1.84M	﹤0.01%	2982
2025 Q4	$8.12M	Buy	300,819 +96,606	+47%	+$2.34M	﹤0.01%	2136
2025 Q3	$4.67M	Buy	204,213 +146,759	+255%	+$3.55M	﹤0.01%	2499
2025 Q2	$1.39M	Sell	57,454 -744	-1%	-$17.6K	﹤0.01%	3352
2025 Q1	$1.52M	Buy	+58,198	New	+$1.33M	﹤0.01%	3186

Other funds holding EVER

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Raymond James Financial's EVER Position: Q2 2026 in Review

Raymond James Financial reduced its EverQuote (EVER) stake by 6.5% in Q2 2026, selling an estimated $243K and leaving 190,220 shares worth $4.53M. The position accounts for ﹤0.01% of the portfolio, ranked #2812.

Raymond James Financial first reported a position in EVER in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.12M in Q4 2025. 244 funds tracked by Wall St. Rank hold EVER as of Q2 2026.

Raymond James Financial held 190,220 shares of EverQuote worth $4.53M as of Q2 2026.
Raymond James Financial sold 13,286 EverQuote shares in Q2 2026, an estimated $243K.
EverQuote made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2812 holding.
Raymond James Financial first reported a position in EverQuote in Q1 2025 and has held it in 6 quarters since.
Raymond James Financial's EverQuote position peaked at $8.12M in Q4 2025.
244 funds tracked by Wall St. Rank held EverQuote as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.