Financial Consulate’s Evertec EVTC Stock Holding History

Financial Consulate’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	$135	Buy	+5	New	+$148	﹤0.01%	1765

Other funds holding EVTC

Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Mitsubishi UFJ Asset Management (UK) London, United Kingdom $213M AUM 36.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Financial Consulate's EVTC Position: Q3 2026 in Review

Financial Consulate opened a new position in Evertec (EVTC) in Q3 2026: 5 shares worth $135. The stake represents ﹤0.01% of the portfolio and ranks #1765 among its holdings.

42 funds tracked by Wall St. Rank hold EVTC as of Q3 2026.

Financial Consulate held 5 shares of Evertec worth $135 as of Q3 2026.
Evertec was a new Financial Consulate position in Q3 2026.
Evertec made up ﹤0.01% of Financial Consulate's portfolio in Q3 2026, its #1765 holding.
42 funds tracked by Wall St. Rank held Evertec as of Q3 2026.

Based on Financial Consulate's 13F filing for Q3 2026, filed 23 Oct 2026.