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EverSource Wealth Advisors’s Evertec EVTC Stock Holding History

EverSource Wealth Advisors’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
Q2 		$123K Buy
4,437
+135
+3% +$3.59K ﹤0.01% 1274
2026
Q1 		$121K Buy
4,302
+524
+14% +$14.9K ﹤0.01% 1320
2025
Q4 		$110K Buy
3,778
+562
+17% +$16.7K ﹤0.01% 1266
2025
Q3 		$109K Buy
3,216
+1,220
+61% +$42.5K ﹤0.01% 1235
2025
Q2 		$72K Buy
1,996
+1,926
+2,751% +$68.3K ﹤0.01% 1385
2025
Q1 		$2.57K Sell
70
-15
-18% -$518 ﹤0.01% 2810
2024
Q4 		$2.94K Buy
85
+55
+183% +$1.89K ﹤0.01% 2567
2024
Q3 		$1.02K Hold
30
– – ﹤0.01% 2726
2024
Q2 		$1.03K Sell
30
-8
-21% -$289 ﹤0.01% 2736
2024
Q1 		$1.43K Buy
38
+10
+36% +$394 ﹤0.01% 2473
2023
Q4 		$1.15K Hold
28
– – ﹤0.01% 2355
2023
Q3 		$1.04K Hold
28
– – ﹤0.01% 2191
2023
Q2 		$1.03K Hold
28
– – ﹤0.01% 2213
2023
Q1 		$945 Hold
28
– – ﹤0.01% 2126
2022
Q4 		$907 Sell
28
-90
-76% -$2.96K ﹤0.01% 2121
2022
Q3 		$4K Sell
118
-12
-9% -$421 ﹤0.01% 1427
2022
Q2 		$5K Sell
130
-58
-31% -$2.22K ﹤0.01% 1254
2022
Q1 		$8K Buy
+188
New +$8.05K ﹤0.01% 1066

Other funds holding EVTC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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 $3.38T AUM 44.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EverSource Wealth Advisors's EVTC Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Evertec (EVTC) stake by 3.1% in Q2 2026, buying an estimated $3.59K and bringing the position to 4,437 shares worth $123K. The position accounts for ﹤0.01% of the portfolio, ranked #1274.

EverSource Wealth Advisors first reported a position in EVTC in Q1 2022 and has held it in 18 quarters since. 253 funds tracked by Wall St. Rank hold EVTC as of Q2 2026.

  • EverSource Wealth Advisors held 4,437 shares of Evertec worth $123K as of Q2 2026.
  • EverSource Wealth Advisors bought 135 Evertec shares in Q2 2026, an estimated $3.59K.
  • Evertec made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1274 holding.
  • EverSource Wealth Advisors first reported a position in Evertec in Q1 2022 and has held it in 18 quarters since.
  • 253 funds tracked by Wall St. Rank held Evertec as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.