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DiNuzzo Private Wealth’s Evertec EVTC Stock Holding History

DiNuzzo 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
2025
Q4 		– Sell
-3
Closed -$108 – 1381
2025
Q3 		$108 Hold
3
– – ﹤0.01% 1302
2025
Q2 		$109 Hold
3
– – ﹤0.01% 1297
2025
Q1 		$111 Hold
3
– – ﹤0.01% 1291
2024
Q4 		$104 Hold
3
– – ﹤0.01% 1334
2024
Q3 		$102 Sell
3
-1
-25% -$33 ﹤0.01% 1366
2024
Q2 		$133 Hold
4
– – ﹤0.01% 1315
2024
Q1 		$160 Hold
4
– – ﹤0.01% 1233
2023
Q4 		$164 Buy
+4
New +$147 ﹤0.01% 1253

Other funds holding EVTC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
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

DiNuzzo Private Wealth's EVTC Position: Q4 2025 in Review

DiNuzzo Private Wealth sold out of Evertec (EVTC) in Q4 2025, closing a stake of 3 shares — an estimated $108 sold.

DiNuzzo Private Wealth first reported a position in EVTC in Q4 2023 and held it in 8 quarters. The position peaked at $164 in Q4 2023. 267 funds tracked by Wall St. Rank hold EVTC as of Q4 2025.

  • DiNuzzo Private Wealth reported no remaining Evertec position as of Q4 2025 after selling out during the quarter.
  • DiNuzzo Private Wealth sold 3 Evertec shares in Q4 2025, an estimated $108.
  • DiNuzzo Private Wealth first reported a position in Evertec in Q4 2023 and held it in 8 quarters.
  • DiNuzzo Private Wealth's Evertec position peaked at $164 in Q4 2023.
  • 267 funds tracked by Wall St. Rank held Evertec as of Q4 2025.

Based on DiNuzzo Private Wealth's 13F filing for Q4 2025, filed 16 Jan 2026.