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Farther Finance Advisors’s Evertec EVTC Stock Holding History

Farther Finance 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
Q3 		$192K Buy
7,115
+6,429
+937% +$190K ﹤0.01% 2333
2026
Q2 		$19.1K Buy
686
+1
+0.1% +$27 ﹤0.01% 4008
2026
Q1 		$19.1K Buy
685
+368
+116% +$10.5K ﹤0.01% 3698
2025
Q4 		$9.22K Buy
317
+246
+346% +$7.31K ﹤0.01% 3978
2025
Q3 		$2.4K Sell
71
-187
-72% -$6.52K ﹤0.01% 4075
2025
Q2 		$9.3K Buy
258
+164
+174% +$5.81K ﹤0.01% 3111
2025
Q1 		$3.48K Buy
94
+56
+147% +$1.93K ﹤0.01% 3195
2024
Q4 		$1.31K Sell
38
-5
-12% -$172 ﹤0.01% 3161
2024
Q3 		$1.46K Hold
43
– – ﹤0.01% 3111
2024
Q2 		$1.41K Buy
43
+5
+13% +$181 ﹤0.01% 2933
2024
Q1 		$1.48K Hold
38
– – ﹤0.01% 2617
2023
Q4 		$1.56K Sell
38
-9
-19% -$331 ﹤0.01% 2535
2023
Q3 		$1.75K Hold
47
– – ﹤0.01% 1907
2023
Q2 		$1.73K Hold
47
– – ﹤0.01% 1804
2023
Q1 		$1.59K Hold
47
– – ﹤0.01% 1718
2022
Q4 		$1.52K Buy
+47
New +$1.54K ﹤0.01% 1537

Other funds holding EVTC

VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 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
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Farther Finance Advisors's EVTC Position: Q3 2026 in Review

Farther Finance Advisors increased its Evertec (EVTC) stake by 937% in Q3 2026, buying an estimated $190K and bringing the position to 7,115 shares worth $192K. The position accounts for ﹤0.01% of the portfolio, ranked #2333.

Farther Finance Advisors first reported a position in EVTC in Q4 2022 and has held it in 16 quarters since. 5 funds tracked by Wall St. Rank hold EVTC as of Q3 2026.

  • Farther Finance Advisors held 7,115 shares of Evertec worth $192K as of Q3 2026.
  • Farther Finance Advisors bought 6,429 Evertec shares in Q3 2026, an estimated $190K.
  • Evertec made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2333 holding.
  • Farther Finance Advisors first reported a position in Evertec in Q4 2022 and has held it in 16 quarters since.
  • 5 funds tracked by Wall St. Rank held Evertec as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.