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 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 $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

RIA Advisory Group's EVCM Position: Q1 2026 in Review

RIA Advisory Group reduced its EverCommerce (EVCM) stake by 16% in Q1 2026, selling an estimated $37.7K and leaving 17,605 shares worth $201K. The position accounts for 0.05% of the portfolio, ranked #140.

RIA Advisory Group first reported a position in EVCM in Q4 2022 and has held it in 12 quarters since. The position peaked at $786K in Q2 2023. 90 funds tracked by Wall St. Rank hold EVCM as of Q1 2026.

RIA Advisory Group held 17,605 shares of EverCommerce worth $201K as of Q1 2026.
RIA Advisory Group sold 3,325 EverCommerce shares in Q1 2026, an estimated $37.7K.
EverCommerce made up 0.05% of RIA Advisory Group's portfolio in Q1 2026, its #140 holding.
RIA Advisory Group first reported a position in EverCommerce in Q4 2022 and has held it in 12 quarters since.
RIA Advisory Group's EverCommerce position peaked at $786K in Q2 2023.
90 funds tracked by Wall St. Rank held EverCommerce as of Q1 2026.

Based on RIA Advisory Group's 13F filing for Q1 2026, filed 24 Apr 2026.