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Avion Wealth’s EverCommerce EVCM Stock Holding History

Avion Wealth’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 		– Sell
-54
Closed – – 1344
2025
Q4 		$0 Hold
54
– – ﹤0.01% 1339
2025
Q3 		$0 Hold
54
– – ﹤0.01% 1296
2025
Q2 		$0 Hold
54
– – ﹤0.01% 1294
2025
Q1 		$0 Buy
+54
New +$550 ﹤0.01% 1121
2024
Q4 		– Sell
-54
Closed – – 1085
2024
Q3 		$0 Hold
54
– – ﹤0.01% 1105
2024
Q2 		$0 Buy
+54
New +$521 ﹤0.01% 1024

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

Avion Wealth's EVCM Position: Q1 2026 in Review

Avion Wealth sold out of EverCommerce (EVCM) in Q1 2026, closing a stake of 54 shares.

Avion Wealth first reported a position in EVCM in Q2 2024 and held it in 6 quarters. The position peaked at $0 in Q4 2025. 90 funds tracked by Wall St. Rank hold EVCM as of Q1 2026.

  • Avion Wealth reported no remaining EverCommerce position as of Q1 2026 after selling out during the quarter.
  • Avion Wealth sold 54 EverCommerce shares in Q1 2026.
  • Avion Wealth first reported a position in EverCommerce in Q2 2024 and held it in 6 quarters.
  • Avion Wealth's EverCommerce position peaked at $0 in Q4 2025.
  • 90 funds tracked by Wall St. Rank held EverCommerce as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.