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Integrated Wealth Concepts’s EverCommerce EVCM Stock Holding History

Integrated Wealth Concepts’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 		$191 Buy
+19
New +$201 ﹤0.01% 5753

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

Integrated Wealth Concepts's EVCM Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in EverCommerce (EVCM) in Q2 2026: 19 shares worth $191. The stake represents ﹤0.01% of the portfolio and ranks #5753 among its holdings.

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

  • Integrated Wealth Concepts held 19 shares of EverCommerce worth $191 as of Q2 2026.
  • EverCommerce was a new Integrated Wealth Concepts position in Q2 2026.
  • EverCommerce made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5753 holding.
  • 83 funds tracked by Wall St. Rank held EverCommerce as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.