Raymond James Financial’s EverCommerce EVCM Stock Holding History

Raymond James Financial’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	$480K	Hold	42,000	–	–	﹤0.01%	4369
2025 Q4	$509K	Sell	42,000 -16,000	-28%	-$170K	﹤0.01%	4256
2025 Q3	$646K	Sell	58,000 -1,500	-3%	-$16.7K	﹤0.01%	3967
2025 Q2	$625K	Hold	59,500	–	–	﹤0.01%	3873
2025 Q1	$600K	Sell	59,500 -3,500	-6%	-$35.6K	﹤0.01%	3817
2024 Q4	$694K	Buy	+63,000	New	+$704K	﹤0.01%	3700

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

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

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial's EVCM Position: Q1 2026 in Review

Raymond James Financial held its EverCommerce (EVCM) position steady in Q1 2026 at 42,000 shares worth $480K. The position accounts for ﹤0.01% of the portfolio, ranked #4369.

Raymond James Financial first reported a position in EVCM in Q4 2024 and has held it in 6 quarters since. The position peaked at $694K in Q4 2024. 90 funds tracked by Wall St. Rank hold EVCM as of Q1 2026.

Raymond James Financial held 42,000 shares of EverCommerce worth $480K as of Q1 2026.
Raymond James Financial left its EverCommerce share count unchanged in Q1 2026.
EverCommerce made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4369 holding.
Raymond James Financial first reported a position in EverCommerce in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's EverCommerce position peaked at $694K in Q4 2024.
90 funds tracked by Wall St. Rank held EverCommerce as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.