JFS Wealth Advisors’s EverCommerce EVCM Stock Holding History

JFS 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	$41	Hold	4	–	–	﹤0.01%	2233
2026 Q1	$46	Hold	4	–	–	﹤0.01%	1865
2025 Q4	$49	Hold	4	–	–	﹤0.01%	1904
2025 Q3	$45	Hold	4	–	–	﹤0.01%	1873
2025 Q2	$42	Hold	4	–	–	﹤0.01%	1837
2025 Q1	$41	Sell	4 -6	-60%	-$61	﹤0.01%	1903
2024 Q4	$111	Hold	10	–	–	﹤0.01%	1881
2024 Q3	$104	Hold	10	–	–	﹤0.01%	1904
2024 Q2	$110	Hold	10	–	–	﹤0.01%	1925
2024 Q1	$95	Sell	10 -6	-38%	-$59	﹤0.01%	1954
2023 Q4	$177	Buy	16 +6	+60%	+$58	﹤0.01%	1913
2023 Q3	$101	Buy	10 +4	+67%	+$43	﹤0.01%	1903
2023 Q2	$72	Buy	+6	New	+$70	﹤0.01%	1938

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

JFS Wealth Advisors held its EverCommerce (EVCM) position steady in Q2 2026 at 4 shares worth $41. The position accounts for ﹤0.01% of the portfolio, ranked #2233.

JFS Wealth Advisors first reported a position in EVCM in Q2 2023 and has held it in 13 quarters since. The position peaked at $177 in Q4 2023. 8 funds tracked by Wall St. Rank hold EVCM as of Q2 2026.

JFS Wealth Advisors held 4 shares of EverCommerce worth $41 as of Q2 2026.
JFS Wealth Advisors left its EverCommerce share count unchanged in Q2 2026.
EverCommerce made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2233 holding.
JFS Wealth Advisors first reported a position in EverCommerce in Q2 2023 and has held it in 13 quarters since.
JFS Wealth Advisors's EverCommerce position peaked at $177 in Q4 2023.
8 funds tracked by Wall St. Rank held EverCommerce as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.