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Allworth Financial’s EverCommerce EVCM Stock Holding History

Allworth Financial’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
Q1 		$13.3K Buy
1,161
+1,099
+1,773% +$12.5K ﹤0.01% 3301
2025
Q4 		$751 Buy
62
+53
+589% +$563 ﹤0.01% 4443
2025
Q3 		$101 Buy
9
+7
+350% +$78 ﹤0.01% 4678
2025
Q2 		$21 Sell
2
-240
-99% -$2.42K ﹤0.01% 4515
2025
Q1 		$2.48K Buy
+242
New +$2.46K ﹤0.01% 3119
2024
Q1 		– Sell
-13
Closed -$144 – 3627
2023
Q4 		$144 Sell
13
-16
-55% -$154 ﹤0.01% 3320
2023
Q3 		$291 Hold
29
– – ﹤0.01% 3178
2023
Q2 		$344 Hold
29
– – ﹤0.01% 2973
2023
Q1 		$307 Hold
29
– – ﹤0.01% 2933
2022
Q4 		$216 Buy
+29
New +$222 ﹤0.01% 2772

Other funds holding EVCM

PE
PSG Equity Boston, Massachusetts $977M AUM 13.39% 1-Year Est. Return
SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
SI
Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Allworth Financial's EVCM Position: Q1 2026 in Review

Allworth Financial increased its EverCommerce (EVCM) stake by 1,773% in Q1 2026, buying an estimated $12.5K and bringing the position to 1,161 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3301.

Allworth Financial first reported a position in EVCM in Q4 2022 and has held it in 10 quarters since. 90 funds tracked by Wall St. Rank hold EVCM as of Q1 2026.

  • Allworth Financial held 1,161 shares of EverCommerce worth $13.3K as of Q1 2026.
  • Allworth Financial bought 1,099 EverCommerce shares in Q1 2026, an estimated $12.5K.
  • EverCommerce made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #3301 holding.
  • Allworth Financial first reported a position in EverCommerce in Q4 2022 and has held it in 10 quarters since.
  • 90 funds tracked by Wall St. Rank held EverCommerce as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.