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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
Q2 		$241 Sell
24
-199
-89% -$2.11K ﹤0.01% 4231
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

PE
PSG Equity Boston, Massachusetts $860M AUM 4.19% 1-Year Est. Return
SLG
Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return
SI
Standard Investments New York $1.93B AUM 6.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its EverCommerce (EVCM) stake by 89% in Q2 2026, selling an estimated $2.11K and leaving 24 shares worth $241. The position accounts for ﹤0.01% of the portfolio, ranked #4231.

EverSource Wealth Advisors first reported a position in EVCM in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.44K in Q2 2025. 83 funds tracked by Wall St. Rank hold EVCM as of Q2 2026.

  • EverSource Wealth Advisors held 24 shares of EverCommerce worth $241 as of Q2 2026.
  • EverSource Wealth Advisors sold 199 EverCommerce shares in Q2 2026, an estimated $2.11K.
  • EverCommerce made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4231 holding.
  • EverSource Wealth Advisors first reported a position in EverCommerce in Q4 2024 and has held it in 7 quarters since.
  • EverSource Wealth Advisors's EverCommerce position peaked at $4.44K in Q2 2025.
  • 83 funds tracked by Wall St. Rank held EverCommerce as of Q2 2026.

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