Advisory Services Network
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Advisory Services Network’s EverCommerce EVCM Stock Holding History

Advisory Services Network’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 		– Sell
-14
Closed -$160 – 2939
2026
Q1 		$160 Buy
+14
New +$159 ﹤0.01% 4609
2025
Q4 		– Sell
-3
Closed -$33 – 2570
2025
Q3 		$33 Buy
+3
New +$33 ﹤0.01% 4481

Other funds holding EVCM

PE
PSG Equity Boston, Massachusetts $860M AUM 4.19% 1-Year Est. Return
Silver Lake Group
Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return
SI
Standard Investments New York $1.93B AUM 6.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Advisory Services Network's EVCM Position: Q2 2026 in Review

Advisory Services Network sold out of EverCommerce (EVCM) in Q2 2026, closing a stake of 14 shares — an estimated $160 sold.

Advisory Services Network first reported a position in EVCM in Q3 2025 and held it in 2 quarters. The position peaked at $160 in Q1 2026. 82 funds tracked by Wall St. Rank hold EVCM as of Q2 2026.

  • Advisory Services Network reported no remaining EverCommerce position as of Q2 2026 after selling out during the quarter.
  • Advisory Services Network sold 14 EverCommerce shares in Q2 2026, an estimated $160.
  • Advisory Services Network first reported a position in EverCommerce in Q3 2025 and held it in 2 quarters.
  • Advisory Services Network's EverCommerce position peaked at $160 in Q1 2026.
  • 82 funds tracked by Wall St. Rank held EverCommerce as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.