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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
Q2 		$403 Sell
40
-1,121
-97% -$11.9K ﹤0.01% 4874
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 $860M AUM 4.19% 1-Year Est. Return
SLG
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 $3.37T AUM 44.26% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 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

Allworth Financial's EVCM Position: Q2 2026 in Review

Allworth Financial reduced its EverCommerce (EVCM) stake by 97% in Q2 2026, selling an estimated $11.9K and leaving 40 shares worth $403. The position accounts for ﹤0.01% of the portfolio, ranked #4874.

Allworth Financial first reported a position in EVCM in Q4 2022 and has held it in 11 quarters since. The position peaked at $13.3K in Q1 2026. 83 funds tracked by Wall St. Rank hold EVCM as of Q2 2026.

  • Allworth Financial held 40 shares of EverCommerce worth $403 as of Q2 2026.
  • Allworth Financial sold 1,121 EverCommerce shares in Q2 2026, an estimated $11.9K.
  • EverCommerce made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4874 holding.
  • Allworth Financial first reported a position in EverCommerce in Q4 2022 and has held it in 11 quarters since.
  • Allworth Financial's EverCommerce position peaked at $13.3K in Q1 2026.
  • 83 funds tracked by Wall St. Rank held EverCommerce as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.