Sigma Planning Corp’s EverQuote EVER Stock Holding History

Sigma Planning Corp’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	–	Sell	-10,560	Closed	-$163K	–	1427
2026 Q1	$163K	Buy	10,560 +1,125	+12%	+$21.3K	﹤0.01%	1257
2025 Q4	$255K	Sell	9,435 -30,227	-76%	-$733K	0.01%	1105
2025 Q3	$907K	Buy	39,662 +5,145	+15%	+$124K	0.03%	567
2025 Q2	$835K	Buy	34,517 +23,472	+213%	+$556K	0.03%	560
2025 Q1	$289K	Buy	+11,045	New	+$253K	0.01%	958
2020 Q1	–	Sell	-7,386	Closed	-$254K	–	973
2019 Q4	$254K	Buy	+7,386	New	+$206K	0.01%	869

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

Sigma Planning Corp's EVER Position: Q2 2026 in Review

Sigma Planning Corp sold out of EverQuote (EVER) in Q2 2026, closing a stake of 10,560 shares — an estimated $163K sold.

Sigma Planning Corp first reported a position in EVER in Q4 2019 and held it in 6 quarters. The position peaked at $907K in Q3 2025. 244 funds tracked by Wall St. Rank hold EVER as of Q2 2026.

Sigma Planning Corp reported no remaining EverQuote position as of Q2 2026 after selling out during the quarter.
Sigma Planning Corp sold 10,560 EverQuote shares in Q2 2026, an estimated $163K.
Sigma Planning Corp first reported a position in EverQuote in Q4 2019 and held it in 6 quarters.
Sigma Planning Corp's EverQuote position peaked at $907K in Q3 2025.
244 funds tracked by Wall St. Rank held EverQuote as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.