Private Wealth Management Group’s EverCommerce EVCM Stock Holding History

Private Wealth Management Group’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	$2.8K	Buy	+323	New	+$3.14K	﹤0.01%	1075

Other funds holding EVCM

PSG Equity Boston, Massachusetts $740M AUM 22.19% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

RAG

RIA Advisory Group Des Moines, Iowa $353M AUM 19.86% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Private Wealth Management Group's EVCM Position: Q3 2026 in Review

Private Wealth Management Group opened a new position in EverCommerce (EVCM) in Q3 2026: 323 shares worth $2.8K. The stake represents ﹤0.01% of the portfolio and ranks #1075 among its holdings.

10 funds tracked by Wall St. Rank hold EVCM as of Q3 2026.

Private Wealth Management Group held 323 shares of EverCommerce worth $2.8K as of Q3 2026.
EverCommerce was a new Private Wealth Management Group position in Q3 2026.
EverCommerce made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #1075 holding.
10 funds tracked by Wall St. Rank held EverCommerce as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.