Bank of New York Mellon
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Bank of New York Mellon’s EverCommerce EVCM Stock Holding History

Bank of New York Mellon’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 		$324K Sell
32,198
-1,134
-3% -$12K ﹤0.01% 3967
2026
Q1 		$381K Sell
33,332
-1,815
-5% -$20.6K ﹤0.01% 3725
2025
Q4 		$426K Sell
35,147
-2,306
-6% -$24.5K ﹤0.01% 3694
2025
Q3 		$417K Sell
37,453
-3,441
-8% -$38.4K ﹤0.01% 3697
2025
Q2 		$429K Sell
40,894
-11,725
-22% -$118K ﹤0.01% 3593
2025
Q1 		$530K Buy
52,619
+1
+0% +$10 ﹤0.01% 3409
2024
Q4 		$579K Sell
52,618
-92,521
-64% -$1.03M ﹤0.01% 3445
2024
Q3 		$1.5M Sell
145,139
-19,280
-12% -$208K ﹤0.01% 2901
2024
Q2 		$1.81M Buy
164,419
+9,595
+6% +$92.6K ﹤0.01% 2849
2024
Q1 		$1.46M Sell
154,824
-10,569
-6% -$103K ﹤0.01% 2943
2023
Q4 		$1.82M Sell
165,393
-19,966
-11% -$192K ﹤0.01% 2878
2023
Q3 		$1.86M Buy
185,359
+3,831
+2% +$41.2K ﹤0.01% 2853
2023
Q2 		$2.15M Sell
181,528
-8,306
-4% -$97.1K ﹤0.01% 2793
2023
Q1 		$2.01M Sell
189,834
-20,293
-10% -$196K ﹤0.01% 2798
2022
Q4 		$1.56M Buy
210,127
+112,522
+115% +$860K ﹤0.01% 2976
2022
Q3 		$1.07M Buy
97,605
+19,218
+25% +$218K ﹤0.01% 3175
2022
Q2 		$709K Sell
78,387
-2,417
-3% -$26.1K ﹤0.01% 3380
2022
Q1 		$1.07M Buy
80,804
+33,532
+71% +$416K ﹤0.01% 3271
2021
Q4 		$744K Buy
47,272
+4,567
+11% +$81.4K ﹤0.01% 3562
2021
Q3 		$705K Buy
+42,705
New +$787K ﹤0.01% 3609

Other funds holding EVCM

PE
PSG Equity Boston, Massachusetts $860M AUM 4.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
CIP
Cornerstone Investment Partners Atlanta, Georgia $2.99B AUM 60.05% 1-Year Est. Return
MFS
Mirabella Financial Services London, United Kingdom $1.05B AUM 22.45% 1-Year Est. Return
RAG
RIA Advisory Group Des Moines, Iowa $460M AUM 29% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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

Bank of New York Mellon's EVCM Position: Q2 2026 in Review

Bank of New York Mellon reduced its EverCommerce (EVCM) stake by 3.4% in Q2 2026, selling an estimated $12K and leaving 32,198 shares worth $324K. The position accounts for ﹤0.01% of the portfolio, ranked #3967.

Bank of New York Mellon first reported a position in EVCM in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.15M in Q2 2023. 32 funds tracked by Wall St. Rank hold EVCM as of Q2 2026.

  • Bank of New York Mellon held 32,198 shares of EverCommerce worth $324K as of Q2 2026.
  • Bank of New York Mellon sold 1,134 EverCommerce shares in Q2 2026, an estimated $12K.
  • EverCommerce made up ﹤0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #3967 holding.
  • Bank of New York Mellon first reported a position in EverCommerce in Q3 2021 and has held it in 20 quarters since.
  • Bank of New York Mellon's EverCommerce position peaked at $2.15M in Q2 2023.
  • 32 funds tracked by Wall St. Rank held EverCommerce as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.