SVB Wealth’s EverQuote EVER Stock Holding History

SVB Wealth’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
2025 Q2	–	Sell	-16	Closed	-$419	–	883
2025 Q1	$419	Buy	+16	New	+$366	﹤0.01%	1417

Other funds holding EVER

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

SVB Wealth's EVER Position: Q2 2025 in Review

SVB Wealth sold out of EverQuote (EVER) in Q2 2025, closing a stake of 16 shares — an estimated $419 sold.

SVB Wealth first reported a position in EVER in Q1 2025 and held it in 1 quarter. The position peaked at $419 in Q1 2025. 219 funds tracked by Wall St. Rank hold EVER as of Q2 2025.

SVB Wealth reported no remaining EverQuote position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 16 EverQuote shares in Q2 2025, an estimated $419.
SVB Wealth first reported a position in EverQuote in Q1 2025 and held it in 1 quarter.
SVB Wealth's EverQuote position peaked at $419 in Q1 2025.
219 funds tracked by Wall St. Rank held EverQuote as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.