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CX Institutional’s Evertec EVTC Stock Holding History

CX Institutional’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
Q3 		– Sell
-172
Closed -$5K – 1700
2026
Q2 		$5K Sell
172
-209,692
-100% -$5.57M ﹤0.01% 1366
2026
Q1 		$5.92M Buy
+209,864
New +$5.96M 0.18% 137
2023
Q1 		– Sell
-31,307
Closed -$1.01M – 504
2022
Q4 		$1.01M Buy
+31,307
New +$1.03M 0.06% 275

Other funds holding EVTC

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

CX Institutional's EVTC Position: Q3 2026 in Review

CX Institutional sold out of Evertec (EVTC) in Q3 2026, closing a stake of 172 shares — an estimated $5K sold.

CX Institutional first reported a position in EVTC in Q4 2022 and held it in 3 quarters. The position peaked at $5.92M in Q1 2026. 9 funds tracked by Wall St. Rank hold EVTC as of Q3 2026.

  • CX Institutional reported no remaining Evertec position as of Q3 2026 after selling out during the quarter.
  • CX Institutional sold 172 Evertec shares in Q3 2026, an estimated $5K.
  • CX Institutional first reported a position in Evertec in Q4 2022 and held it in 3 quarters.
  • CX Institutional's Evertec position peaked at $5.92M in Q1 2026.
  • 9 funds tracked by Wall St. Rank held Evertec as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.