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SBI Securities’s EverQuote EVER Stock Holding History

SBI 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 		$3.83K Sell
161
-2
-1% -$37 ﹤0.01% 2298
2026
Q1 		$2.51K Buy
163
+30
+23% +$567 ﹤0.01% 2335
2025
Q4 		$3.59K Sell
133
-31
-19% -$751 ﹤0.01% 2159
2025
Q3 		$3.75K Buy
164
+11
+7% +$266 ﹤0.01% 2166
2025
Q2 		$3.7K Sell
153
-510
-77% -$12.1K ﹤0.01% 2132
2025
Q1 		$17.4K Buy
663
+399
+151% +$9.14K ﹤0.01% 1383
2024
Q4 		$5.28K Buy
+264
New +$4.99K ﹤0.01% 1906

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

SBI Securities's EVER Position: Q2 2026 in Review

SBI Securities reduced its EverQuote (EVER) stake by 1.2% in Q2 2026, selling an estimated $37 and leaving 161 shares worth $3.83K. The position accounts for ﹤0.01% of the portfolio, ranked #2298.

SBI Securities first reported a position in EVER in Q4 2024 and has held it in 7 quarters since. The position peaked at $17.4K in Q1 2025. 244 funds tracked by Wall St. Rank hold EVER as of Q2 2026.

  • SBI Securities held 161 shares of EverQuote worth $3.83K as of Q2 2026.
  • SBI Securities sold 2 EverQuote shares in Q2 2026, an estimated $37.
  • EverQuote made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #2298 holding.
  • SBI Securities first reported a position in EverQuote in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's EverQuote position peaked at $17.4K in Q1 2025.
  • 244 funds tracked by Wall St. Rank held EverQuote as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.