Jones Financial Companies
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Jones Financial Companies’s EverCommerce EVCM Stock Holding History

Jones Financial Companies’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
2025
Q2 		– Sell
-68
Closed -$688 – 4066
2025
Q1 		$688 Buy
+68
New +$692 ﹤0.01% 3474

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SLG
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SI
Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return
BOCH
Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Jones Financial Companies's EVCM Position: Q2 2025 in Review

Jones Financial Companies sold out of EverCommerce (EVCM) in Q2 2025, closing a stake of 68 shares — an estimated $688 sold.

Jones Financial Companies first reported a position in EVCM in Q1 2025 and held it in 1 quarter. The position peaked at $688 in Q1 2025. 98 funds tracked by Wall St. Rank hold EVCM as of Q2 2025.

  • Jones Financial Companies reported no remaining EverCommerce position as of Q2 2025 after selling out during the quarter.
  • Jones Financial Companies sold 68 EverCommerce shares in Q2 2025, an estimated $688.
  • Jones Financial Companies first reported a position in EverCommerce in Q1 2025 and held it in 1 quarter.
  • Jones Financial Companies's EverCommerce position peaked at $688 in Q1 2025.
  • 98 funds tracked by Wall St. Rank held EverCommerce as of Q2 2025.

Based on Jones Financial Companies's 13F filing for Q2 2025, filed 13 Aug 2025.