EverSource Wealth Advisors’s Commerce.com Inc Series 1 CMRC Stock Holding History

EverSource Wealth Advisors’s Portfolio CMRC Stock Details CMRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.47K	Buy	2,863 +406	+17%	+$1.16K	﹤0.01%	2998
2026 Q1	$6.56K	Sell	2,457 -625	-20%	-$1.94K	﹤0.01%	3133
2025 Q4	$12.7K	Buy	3,082 +1,303	+73%	+$6K	﹤0.01%	2685
2025 Q3	$8.88K	Buy	1,779 +1,402	+372%	+$6.74K	﹤0.01%	2884
2025 Q2	$1.89K	Buy	377 +105	+39%	+$541	﹤0.01%	3527
2025 Q1	$1.57K	Sell	272 -585	-68%	-$3.72K	﹤0.01%	3041
2024 Q4	$5.25K	Buy	857 +175	+26%	+$1.09K	﹤0.01%	2323
2024 Q3	$3.99K	Buy	682 +673	+7,478%	+$4.44K	﹤0.01%	2315
2024 Q2	$73	Buy	+9	New	+$64	﹤0.01%	3008

Other funds holding CMRC

HIM

Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AHL

Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return

AWM

Avondale Wealth Management West Lake Hills, Texas $245M AUM 28.83% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

EverSource Wealth Advisors's CMRC Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Commerce.com Inc Series 1 (CMRC) stake by 17% in Q2 2026, buying an estimated $1.16K and bringing the position to 2,863 shares worth $8.47K. The position accounts for ﹤0.01% of the portfolio, ranked #2998.

EverSource Wealth Advisors first reported a position in CMRC in Q2 2024 and has held it in 9 quarters since. The position peaked at $12.7K in Q4 2025. 20 funds tracked by Wall St. Rank hold CMRC as of Q2 2026.

EverSource Wealth Advisors held 2,863 shares of Commerce.com Inc Series 1 worth $8.47K as of Q2 2026.
EverSource Wealth Advisors bought 406 Commerce.com Inc Series 1 shares in Q2 2026, an estimated $1.16K.
Commerce.com Inc Series 1 made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2998 holding.
EverSource Wealth Advisors first reported a position in Commerce.com Inc Series 1 in Q2 2024 and has held it in 9 quarters since.
EverSource Wealth Advisors's Commerce.com Inc Series 1 position peaked at $12.7K in Q4 2025.
20 funds tracked by Wall St. Rank held Commerce.com Inc Series 1 as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.