EverSource Wealth Advisors’s EverCommerce EVCM Stock Holding History

EverSource Wealth 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 Q1	$2.55K	Sell	223 -128	-36%	-$1.45K	﹤0.01%	3554
2025 Q4	$4.25K	Sell	351 -44	-11%	-$468	﹤0.01%	3191
2025 Q3	$4.4K	Sell	395 -28	-7%	-$313	﹤0.01%	3213
2025 Q2	$4.44K	Buy	423 +413	+4,130%	+$4.17K	﹤0.01%	3211
2025 Q1	$101	Sell	10 -32	-76%	-$326	﹤0.01%	3829
2024 Q4	$462	Buy	+42	New	+$469	﹤0.01%	3224

Other funds holding EVCM

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

Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

EverSource Wealth Advisors's EVCM Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its EverCommerce (EVCM) stake by 36% in Q1 2026, selling an estimated $1.45K and leaving 223 shares worth $2.55K. The position accounts for ﹤0.01% of the portfolio, ranked #3554.

EverSource Wealth Advisors first reported a position in EVCM in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.44K in Q2 2025. 90 funds tracked by Wall St. Rank hold EVCM as of Q1 2026.

EverSource Wealth Advisors held 223 shares of EverCommerce worth $2.55K as of Q1 2026.
EverSource Wealth Advisors sold 128 EverCommerce shares in Q1 2026, an estimated $1.45K.
EverCommerce made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3554 holding.
EverSource Wealth Advisors first reported a position in EverCommerce in Q4 2024 and has held it in 6 quarters since.
EverSource Wealth Advisors's EverCommerce position peaked at $4.44K in Q2 2025.
90 funds tracked by Wall St. Rank held EverCommerce as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.