Mayflower Financial Advisors’s EverCommerce EVCM Stock Holding History

Mayflower Financial 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
2025 Q4	–	Sell	-54,106	Closed	-$602K	–	422
2025 Q3	$602K	Sell	54,106 -11,000	-17%	-$123K	0.08%	225
2025 Q2	$684K	Sell	65,106 -37,000	-36%	-$373K	0.1%	192
2025 Q1	$1.03M	Hold	102,106	–	–	0.16%	140
2024 Q4	$1.12M	Sell	102,106 -43,623	-30%	-$487K	0.17%	122
2024 Q3	$1.51M	Hold	145,729	–	–	0.23%	99
2024 Q2	$1.6M	Hold	145,729	–	–	0.26%	89
2024 Q1	$1.37M	Hold	145,729	–	–	0.23%	99
2023 Q4	$1.61M	Hold	145,729	–	–	0.22%	92
2023 Q3	$1.46M	Hold	145,729	–	–	0.22%	95
2023 Q2	$1.73M	Hold	145,729	–	–	0.22%	92
2023 Q1	$1.54M	Sell	145,729 -1,329	-0.9%	-$12.8K	0.2%	98
2022 Q4	$1.09M	Hold	147,058	–	–	0.15%	116
2022 Q3	$1.61M	Hold	147,058	–	–	0.26%	76
2022 Q2	$1.33M	Hold	147,058	–	–	0.2%	93
2022 Q1	$1.94M	Hold	147,058	–	–	0.26%	71
2021 Q4	$2.32M	Buy	+147,058	New	+$2.62M	0.31%	60

Other funds holding EVCM

PSG Equity Boston, Massachusetts $977M AUM 13.39% 1-Year Est. Return

SLG

Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return

Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mayflower Financial Advisors's EVCM Position: Q4 2025 in Review

Mayflower Financial Advisors sold out of EverCommerce (EVCM) in Q4 2025, closing a stake of 54,106 shares — an estimated $602K sold.

Mayflower Financial Advisors first reported a position in EVCM in Q4 2021 and held it in 16 quarters. The position peaked at $2.32M in Q4 2021. 88 funds tracked by Wall St. Rank hold EVCM as of Q4 2025.

Mayflower Financial Advisors reported no remaining EverCommerce position as of Q4 2025 after selling out during the quarter.
Mayflower Financial Advisors sold 54,106 EverCommerce shares in Q4 2025, an estimated $602K.
Mayflower Financial Advisors first reported a position in EverCommerce in Q4 2021 and held it in 16 quarters.
Mayflower Financial Advisors's EverCommerce position peaked at $2.32M in Q4 2021.
88 funds tracked by Wall St. Rank held EverCommerce as of Q4 2025.

Based on Mayflower Financial Advisors's 13F filing for Q4 2025, filed 13 Jan 2026.