RIA Advisory Group’s EverCommerce EVCM Stock Holding History

RIA Advisory 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	$135K	Sell	15,585 -1,430	-8%	-$13.9K	0.04%	133
2026 Q2	$171K	Sell	17,015 -590	-3%	-$6.25K	0.04%	151
2026 Q1	$201K	Sell	17,605 -3,325	-16%	-$37.7K	0.05%	140
2025 Q4	$253K	Sell	20,930 -1,100	-5%	-$11.7K	0.06%	123
2025 Q3	$245K	Buy	22,030 +250	+1%	+$2.79K	0.06%	131
2025 Q2	$229K	Sell	21,780 -1,463	-6%	-$14.8K	0.07%	118
2025 Q1	$234K	Hold	23,243	–	–	0.08%	124
2024 Q4	$256K	Sell	23,243 -25	-0.1%	-$279	0.09%	119
2024 Q3	$241K	Buy	+23,268	New	+$251K	0.09%	116
2024 Q1	$242K	Buy	+25,691	New	+$251K	0.1%	121
2023 Q4	–	Sell	-62,746	Closed	-$629K	–	133
2023 Q3	$629K	Sell	62,746 -3,634	-5%	-$39K	0.28%	49
2023 Q2	$786K	Sell	66,380 -2,016	-3%	-$23.6K	0.34%	46
2023 Q1	$724K	Sell	68,396 -375	-0.5%	-$3.62K	0.33%	48
2022 Q4	$512K	Buy	+68,771	New	+$526K	0.3%	51

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

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

PWMG

Private Wealth Management Group Princeton, New Jersey $445M AUM 13.54% 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

RIA Advisory Group's EVCM Position: Q3 2026 in Review

RIA Advisory Group reduced its EverCommerce (EVCM) stake by 8.4% in Q3 2026, selling an estimated $13.9K and leaving 15,585 shares worth $135K. The position accounts for 0.04% of the portfolio, ranked #133.

RIA Advisory Group first reported a position in EVCM in Q4 2022 and has held it in 14 quarters since. The position peaked at $786K in Q2 2023. 10 funds tracked by Wall St. Rank hold EVCM as of Q3 2026.

RIA Advisory Group held 15,585 shares of EverCommerce worth $135K as of Q3 2026.
RIA Advisory Group sold 1,430 EverCommerce shares in Q3 2026, an estimated $13.9K.
EverCommerce made up 0.04% of RIA Advisory Group's portfolio in Q3 2026, its #133 holding.
RIA Advisory Group first reported a position in EverCommerce in Q4 2022 and has held it in 14 quarters since.
RIA Advisory Group's EverCommerce position peaked at $786K in Q2 2023.
10 funds tracked by Wall St. Rank held EverCommerce as of Q3 2026.

Based on RIA Advisory Group's 13F filing for Q3 2026, filed 15 Oct 2026.