CIBC Private Wealth Group

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 $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return