Corient Private Wealth
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Corient Private Wealth’s Evertec EVTC Stock Holding History

Corient Private Wealth’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 		$1.02M Sell
38,595
-34,665
-47% -$985K ﹤0.01% 1655
2025
Q4 		$2.13M Buy
73,260
+35,864
+96% +$1.07M ﹤0.01% 1499
2025
Q3 		$1.26M Sell
37,396
-258
-0.7% -$9K ﹤0.01% 1305
2025
Q2 		$1.36M Sell
37,654
-1,287
-3% -$45.6K ﹤0.01% 1220
2025
Q1 		$1.43M Sell
38,941
-952
-2% -$32.9K ﹤0.01% 1116
2024
Q4 		$1.38M Buy
39,893
+933
+2% +$32K ﹤0.01% 1160
2024
Q3 		$1.32M Sell
38,960
-956
-2% -$31.9K ﹤0.01% 1277
2024
Q2 		$1.33M Sell
39,916
-72
-0.2% -$2.6K ﹤0.01% 1212
2024
Q1 		$1.6M Sell
39,988
-474
-1% -$18.7K ﹤0.01% 1132
2023
Q4 		$1.66M Sell
40,462
-901
-2% -$33.1K ﹤0.01% 1094
2023
Q3 		$1.54M Buy
+41,363
New +$1.61M ﹤0.01% 1016

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VPM
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VCM
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State Street
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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