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Clearstead Advisors’s EverCommerce EVCM Stock Holding History

Clearstead Advisors’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 		$51 Buy
+5
New +$53 ﹤0.01% 3478

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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

Clearstead Advisors's EVCM Position: Q2 2026 in Review

Clearstead Advisors opened a new position in EverCommerce (EVCM) in Q2 2026: 5 shares worth $51. The stake represents ﹤0.01% of the portfolio and ranks #3478 among its holdings.

31 funds tracked by Wall St. Rank hold EVCM as of Q2 2026.

  • Clearstead Advisors held 5 shares of EverCommerce worth $51 as of Q2 2026.
  • EverCommerce was a new Clearstead Advisors position in Q2 2026.
  • EverCommerce made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3478 holding.
  • 31 funds tracked by Wall St. Rank held EverCommerce as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.