MassMutual Private Wealth & Trust
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MassMutual Private Wealth & Trust’s EverCommerce EVCM Stock Holding History

MassMutual Private Wealth & Trust’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
Q3 		– Sell
-140
Closed -$1.41K – 2392
2026
Q2 		$1.41K Hold
140
– – ﹤0.01% 2091
2026
Q1 		$1.6K Hold
140
– – ﹤0.01% 2027
2025
Q4 		$1.7K Hold
140
– – ﹤0.01% 2040
2025
Q3 		$1.56K Hold
140
– – ﹤0.01% 2045
2025
Q2 		$1.47K Hold
140
– – ﹤0.01% 2030
2025
Q1 		$1.41K Buy
140
+17
+14% +$173 ﹤0.01% 2026
2024
Q4 		$1.35K Hold
123
– – ﹤0.01% 1942
2024
Q3 		$1.27K Buy
+123
New +$1.33K ﹤0.01% 1788

Other funds holding EVCM

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RIA Advisory Group
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Investors Research Corp
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
PWMG
Private Wealth Management Group Princeton, New Jersey $445M AUM 13.54% 1-Year Est. Return

MassMutual Private Wealth & Trust's EVCM Position: Q3 2026 in Review

MassMutual Private Wealth & Trust sold out of EverCommerce (EVCM) in Q3 2026, closing a stake of 140 shares — an estimated $1.41K sold.

MassMutual Private Wealth & Trust first reported a position in EVCM in Q3 2024 and held it in 8 quarters. The position peaked at $1.7K in Q4 2025. 14 funds tracked by Wall St. Rank hold EVCM as of Q3 2026.

  • MassMutual Private Wealth & Trust reported no remaining EverCommerce position as of Q3 2026 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 140 EverCommerce shares in Q3 2026, an estimated $1.41K.
  • MassMutual Private Wealth & Trust first reported a position in EverCommerce in Q3 2024 and held it in 8 quarters.
  • MassMutual Private Wealth & Trust's EverCommerce position peaked at $1.7K in Q4 2025.
  • 14 funds tracked by Wall St. Rank held EverCommerce as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.