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Pinnacle Wealth Planning Services’s EverCommerce EVCM Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$354 Hold
31
– – ﹤0.01% 2645
2025
Q4 		$375 Buy
+31
New +$330 ﹤0.01% 2669

Other funds holding EVCM

PE
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
SI
Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Pinnacle Wealth Planning Services's EVCM Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its EverCommerce (EVCM) position steady in Q1 2026 at 31 shares worth $354. The position accounts for ﹤0.01% of the portfolio, ranked #2645.

Pinnacle Wealth Planning Services first reported a position in EVCM in Q4 2025 and has held it in 2 quarters since. The position peaked at $375 in Q4 2025. 90 funds tracked by Wall St. Rank hold EVCM as of Q1 2026.

  • Pinnacle Wealth Planning Services held 31 shares of EverCommerce worth $354 as of Q1 2026.
  • Pinnacle Wealth Planning Services left its EverCommerce share count unchanged in Q1 2026.
  • EverCommerce made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2645 holding.
  • Pinnacle Wealth Planning Services first reported a position in EverCommerce in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's EverCommerce position peaked at $375 in Q4 2025.
  • 90 funds tracked by Wall St. Rank held EverCommerce as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.