Farther Finance Advisors’s EverCommerce EVCM Stock Holding History

Farther Finance 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	$171	Sell	17 -20	-54%	-$212	﹤0.01%	5741
2026 Q1	$426	Buy	37 +22	+147%	+$250	﹤0.01%	5304
2025 Q4	$182	Sell	15 -40	-73%	-$425	﹤0.01%	5220
2025 Q3	$612	Buy	55 +15	+38%	+$167	﹤0.01%	4491
2025 Q2	$420	Sell	40 -100	-71%	-$1.01K	﹤0.01%	4069
2025 Q1	$1.43K	Hold	140	–	–	﹤0.01%	3504
2024 Q4	$1.54K	Hold	140	–	–	﹤0.01%	3106
2024 Q3	$1.45K	Hold	140	–	–	﹤0.01%	3115
2024 Q2	$1.53K	Hold	140	–	–	﹤0.01%	2902
2024 Q1	$1.28K	Hold	140	–	–	﹤0.01%	2678
2023 Q4	$1.54K	Hold	140	–	–	﹤0.01%	2538
2023 Q3	$1.4K	Hold	140	–	–	﹤0.01%	1979
2023 Q2	$1.66K	Hold	140	–	–	﹤0.01%	1829
2023 Q1	$1.48K	Hold	140	–	–	﹤0.01%	1739
2022 Q4	$1.04K	Buy	+140	New	+$1.07K	﹤0.01%	1640

Other funds holding EVCM

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

1IA

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Farther Finance Advisors's EVCM Position: Q2 2026 in Review

Farther Finance Advisors reduced its EverCommerce (EVCM) stake by 54% in Q2 2026, selling an estimated $212 and leaving 17 shares worth $171. The position accounts for ﹤0.01% of the portfolio, ranked #5741.

Farther Finance Advisors first reported a position in EVCM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.66K in Q2 2023. 8 funds tracked by Wall St. Rank hold EVCM as of Q2 2026.

Farther Finance Advisors held 17 shares of EverCommerce worth $171 as of Q2 2026.
Farther Finance Advisors sold 20 EverCommerce shares in Q2 2026, an estimated $212.
EverCommerce made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #5741 holding.
Farther Finance Advisors first reported a position in EverCommerce in Q4 2022 and has held it in 15 quarters since.
Farther Finance Advisors's EverCommerce position peaked at $1.66K in Q2 2023.
8 funds tracked by Wall St. Rank held EverCommerce as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.