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 Q2	$402K	Sell	40,000 -2,000	-5%	-$21.2K	﹤0.01%	4658
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 $860M AUM 4.19% 1-Year Est. Return

SLG

Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return

Standard Investments New York $1.93B AUM 6.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Raymond James Financial's EVCM Position: Q2 2026 in Review

Raymond James Financial reduced its EverCommerce (EVCM) stake by 4.8% in Q2 2026, selling an estimated $21.2K and leaving 40,000 shares worth $402K. The position accounts for ﹤0.01% of the portfolio, ranked #4658.

Raymond James Financial first reported a position in EVCM in Q4 2024 and has held it in 7 quarters since. The position peaked at $694K in Q4 2024. 83 funds tracked by Wall St. Rank hold EVCM as of Q2 2026.

Raymond James Financial held 40,000 shares of EverCommerce worth $402K as of Q2 2026.
Raymond James Financial sold 2,000 EverCommerce shares in Q2 2026, an estimated $21.2K.
EverCommerce made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4658 holding.
Raymond James Financial first reported a position in EverCommerce in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's EverCommerce position peaked at $694K in Q4 2024.
83 funds tracked by Wall St. Rank held EverCommerce as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.