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RAFFA WEALTH MANAGEMENT, LLC’s EverQuote EVER Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$3.07K Buy
+129
New +$2.36K ﹤0.01% 722

Other funds holding EVER

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
OAM
OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's EVER Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC opened a new position in EverQuote (EVER) in Q2 2026: 129 shares worth $3.07K. The stake represents ﹤0.01% of the portfolio and ranks #722 among its holdings.

37 funds tracked by Wall St. Rank hold EVER as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 129 shares of EverQuote worth $3.07K as of Q2 2026.
  • EverQuote was a new RAFFA WEALTH MANAGEMENT, LLC position in Q2 2026.
  • EverQuote made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #722 holding.
  • 37 funds tracked by Wall St. Rank held EverQuote as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.