CIBC Private Wealth Group
EVTC icon

CIBC Private Wealth Group’s Evertec EVTC Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$14K Buy
480
+443
+1,197% +$13.2K ﹤0.01% 2300
2025
Q3 		$1.25K Sell
37
-25
-40% -$872 ﹤0.01% 2786
2025
Q2 		$2.23K Sell
62
-121
-66% -$4.29K ﹤0.01% 2616
2025
Q1 		$5.84K Buy
183
+178
+3,560% +$6.15K ﹤0.01% 2410
2024
Q4 		$168 Hold
5
– – ﹤0.01% 2898
2024
Q3 		$169 Hold
5
– – ﹤0.01% 3029
2024
Q2 		$164 Hold
5
– – ﹤0.01% 3067
2024
Q1 		$194 Buy
+5
New +$197 ﹤0.01% 2993
2022
Q3 		– Sell
-119
Closed -$4K – 996
2022
Q2 		$4K Hold
119
– – ﹤0.01% 1122
2022
Q1 		$5K Buy
+119
New +$5.1K ﹤0.01% 1188

Other funds holding EVTC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

CIBC Private Wealth Group's EVTC Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Evertec (EVTC) stake by 1,197% in Q4 2025, buying an estimated $13.2K and bringing the position to 480 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #2300.

CIBC Private Wealth Group first reported a position in EVTC in Q1 2022 and has held it in 10 quarters since. 267 funds tracked by Wall St. Rank hold EVTC as of Q4 2025.

  • CIBC Private Wealth Group held 480 shares of Evertec worth $14K as of Q4 2025.
  • CIBC Private Wealth Group bought 443 Evertec shares in Q4 2025, an estimated $13.2K.
  • Evertec made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2300 holding.
  • CIBC Private Wealth Group first reported a position in Evertec in Q1 2022 and has held it in 10 quarters since.
  • 267 funds tracked by Wall St. Rank held Evertec as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.