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Allworth Financial’s Evertec EVTC Stock Holding History

Allworth Financial’s Portfolio EVTC Stock Details EVTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.5K Buy
514
+313
+156% +$8.89K ﹤0.01% 3228
2025
Q4 		$5.85K Buy
201
+73
+57% +$2.17K ﹤0.01% 3613
2025
Q3 		$4.32K Sell
128
-1
-0.8% -$35 ﹤0.01% 3634
2025
Q2 		$4.65K Sell
129
-83
-39% -$2.94K ﹤0.01% 3299
2025
Q1 		$7.04K Sell
212
-98
-32% -$3.38K ﹤0.01% 2590
2024
Q4 		$9.99K Sell
310
-176
-36% -$6.04K ﹤0.01% 2436
2024
Q3 		$16.5K Sell
486
-320
-40% -$10.7K ﹤0.01% 2029
2024
Q2 		$27.9K Sell
806
-5
-0.6% -$181 ﹤0.01% 1668
2024
Q1 		$32.4K Buy
811
+763
+1,590% +$30.1K ﹤0.01% 1496
2023
Q4 		$1.97K Hold
48
– – ﹤0.01% 2693
2023
Q3 		$1.78K Buy
+48
New +$1.87K ﹤0.01% 2599

Other funds holding EVTC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return