Root Financial Partners
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Root Financial Partners’s EverCommerce EVCM Stock Holding History

Root Financial Partners’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 		$26 Buy
+3
New +$29 ﹤0.01% 3773
2026
Q2 		– Sell
-14
Closed -$160 – 1287
2026
Q1 		$160 Buy
+14
New +$159 ﹤0.01% 3195

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CoreCap Advisors
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UBS Group
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Nuveen
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Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $134B AUM 35.21% 1-Year Est. Return
Edgestream Partners
Edgestream Partners Princeton, New Jersey $3.73B AUM 11.34% 1-Year Est. Return
RIA Advisory Group
RIA Advisory Group Des Moines, Iowa $353M AUM 19.86% 1-Year Est. Return

Root Financial Partners's EVCM Position: Q3 2026 in Review

Root Financial Partners opened a new position in EverCommerce (EVCM) in Q3 2026: 3 shares worth $26. The stake represents ﹤0.01% of the portfolio and ranks #3773 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in EVCM as recently as Q1 2026.

Root Financial Partners first reported a position in EVCM in Q1 2026 and has held it in 2 quarters since. The position peaked at $160 in Q1 2026. 40 funds tracked by Wall St. Rank hold EVCM as of Q3 2026.

  • Root Financial Partners held 3 shares of EverCommerce worth $26 as of Q3 2026.
  • EverCommerce was a new Root Financial Partners position in Q3 2026.
  • EverCommerce made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3773 holding.
  • Root Financial Partners first reported a position in EverCommerce in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's EverCommerce position peaked at $160 in Q1 2026.
  • 40 funds tracked by Wall St. Rank held EverCommerce as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.