EWA
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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
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 $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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