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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
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

CA
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
GI
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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

MassMutual Private Wealth & Trust's EVCM Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its EverCommerce (EVCM) position steady in Q2 2026 at 140 shares worth $1.41K. The position accounts for ﹤0.01% of the portfolio, ranked #2091.

MassMutual Private Wealth & Trust first reported a position in EVCM in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.7K in Q4 2025. 8 funds tracked by Wall St. Rank hold EVCM as of Q2 2026.

  • MassMutual Private Wealth & Trust held 140 shares of EverCommerce worth $1.41K as of Q2 2026.
  • MassMutual Private Wealth & Trust left its EverCommerce share count unchanged in Q2 2026.
  • EverCommerce made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #2091 holding.
  • MassMutual Private Wealth & Trust first reported a position in EverCommerce in Q3 2024 and has held it in 8 quarters since.
  • MassMutual Private Wealth & Trust's EverCommerce position peaked at $1.7K in Q4 2025.
  • 8 funds tracked by Wall St. Rank held EverCommerce as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.