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Transamerica Financial Advisors’s EverQuote EVER Stock Holding History

Transamerica Financial Advisors’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 		$122K Buy
5,141
+1,802
+54% +$33K 0.01% 531
2026
Q1 		$51.5K Buy
3,339
+2,457
+279% +$46.5K ﹤0.01% 645
2025
Q4 		$23.8K Buy
882
+744
+539% +$18K ﹤0.01% 676
2025
Q3 		$3.16K Buy
+138
New +$3.33K ﹤0.01% 954

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

Transamerica Financial Advisors's EVER Position: Q2 2026 in Review

Transamerica Financial Advisors increased its EverQuote (EVER) stake by 54% in Q2 2026, buying an estimated $33K and bringing the position to 5,141 shares worth $122K. The position accounts for 0.01% of the portfolio, ranked #531.

Transamerica Financial Advisors first reported a position in EVER in Q3 2025 and has held it in 4 quarters since. 244 funds tracked by Wall St. Rank hold EVER as of Q2 2026.

  • Transamerica Financial Advisors held 5,141 shares of EverQuote worth $122K as of Q2 2026.
  • Transamerica Financial Advisors bought 1,802 EverQuote shares in Q2 2026, an estimated $33K.
  • EverQuote made up 0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #531 holding.
  • Transamerica Financial Advisors first reported a position in EverQuote in Q3 2025 and has held it in 4 quarters since.
  • 244 funds tracked by Wall St. Rank held EverQuote as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.