Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Evertec EVTC Stock Holding History

Carson Wealth (CWM LLC)’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 		$228K Buy
8,066
+6,560
+436% +$186K ﹤0.01% 2624
2025
Q4 		$44K Sell
1,506
-86
-5% -$2.56K ﹤0.01% 3692
2025
Q3 		$54K Sell
1,592
-170
-10% -$5.93K ﹤0.01% 3462
2025
Q2 		$64K Sell
1,762
-282
-14% -$10K ﹤0.01% 3082
2025
Q1 		$75K Sell
2,044
-171
-8% -$5.91K ﹤0.01% 2657
2024
Q4 		$76K Buy
2,215
+1,123
+103% +$38.5K ﹤0.01% 2471
2024
Q3 		$37K Buy
1,092
+502
+85% +$16.7K ﹤0.01% 2928
2024
Q2 		$20K Buy
590
+253
+75% +$9.14K ﹤0.01% 3109
2024
Q1 		$13K Sell
337
-64
-16% -$2.52K ﹤0.01% 3176
2023
Q4 		$16K Sell
401
-57
-12% -$2.1K ﹤0.01% 2902
2023
Q3 		$17K Sell
458
-3
-0.7% -$117 ﹤0.01% 2784
2023
Q2 		$17K Sell
461
-21
-4% -$728 ﹤0.01% 2742
2023
Q1 		$16K Buy
482
+107
+29% +$3.76K ﹤0.01% 2643
2022
Q4 		$12K Sell
375
-535
-59% -$17.6K ﹤0.01% 2689
2022
Q3 		$29K Buy
910
+664
+270% +$23.3K ﹤0.01% 1978
2022
Q2 		$9K Buy
246
+77
+46% +$2.94K ﹤0.01% 2629
2022
Q1 		$7K Buy
169
+122
+260% +$5.23K ﹤0.01% 2676
2021
Q4 		$2K Buy
+47
New +$2.18K ﹤0.01% 3113

Other funds holding EVTC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carson Wealth (CWM LLC)'s EVTC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Evertec (EVTC) stake by 436% in Q1 2026, buying an estimated $186K and bringing the position to 8,066 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #2624.

Carson Wealth (CWM LLC) first reported a position in EVTC in Q4 2021 and has held it in 18 quarters since. 261 funds tracked by Wall St. Rank hold EVTC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 8,066 shares of Evertec worth $228K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 6,560 Evertec shares in Q1 2026, an estimated $186K.
  • Evertec made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2624 holding.
  • Carson Wealth (CWM LLC) first reported a position in Evertec in Q4 2021 and has held it in 18 quarters since.
  • 261 funds tracked by Wall St. Rank held Evertec as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.