1620 Investment Advisors’s EverCommerce EVCM Stock Holding History

1620 Investment Advisors’s Portfolio EVCM Stock Details EVCM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.88K	Hold	187	–	–	﹤0.01%	612
2026 Q1	$2.14K	Hold	187	–	–	﹤0.01%	586
2025 Q4	$2.27K	Hold	187	–	–	﹤0.01%	580
2025 Q3	$2.08K	Hold	187	–	–	﹤0.01%	581
2025 Q2	$1.96K	Hold	187	–	–	﹤0.01%	600
2025 Q1	$1.89K	Hold	187	–	–	﹤0.01%	582
2024 Q4	$2.06K	Hold	187	–	–	﹤0.01%	582
2024 Q3	$1.94K	Hold	187	–	–	﹤0.01%	574
2024 Q2	$2.05K	Buy	+187	New	+$1.8K	﹤0.01%	547

Other funds holding EVCM

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

RAG

RIA Advisory Group Des Moines, Iowa $460M AUM 29% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

1620 Investment Advisors's EVCM Position: Q2 2026 in Review

1620 Investment Advisors held its EverCommerce (EVCM) position steady in Q2 2026 at 187 shares worth $1.88K. The position accounts for ﹤0.01% of the portfolio, ranked #612.

1620 Investment Advisors first reported a position in EVCM in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.27K in Q4 2025. 14 funds tracked by Wall St. Rank hold EVCM as of Q2 2026.

1620 Investment Advisors held 187 shares of EverCommerce worth $1.88K as of Q2 2026.
1620 Investment Advisors left its EverCommerce share count unchanged in Q2 2026.
EverCommerce made up ﹤0.01% of 1620 Investment Advisors's portfolio in Q2 2026, its #612 holding.
1620 Investment Advisors first reported a position in EverCommerce in Q2 2024 and has held it in 9 quarters since.
1620 Investment Advisors's EverCommerce position peaked at $2.27K in Q4 2025.
14 funds tracked by Wall St. Rank held EverCommerce as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.