Gilpin Wealth Management’s Evertec EVTC Stock Holding History

Gilpin Wealth Management’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	$351	Sell	13 -6	-32%	-$178	﹤0.01%	956
2026 Q2	$528	Buy	+19	New	+$505	﹤0.01%	655
2026 Q1	–	Sell	-5	Closed	-$146	–	1020
2025 Q4	$146	Buy	+5	New	+$149	﹤0.01%	739

Other funds holding EVTC

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 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

Gilpin Wealth Management's EVTC Position: Q3 2026 in Review

Gilpin Wealth Management reduced its Evertec (EVTC) stake by 32% in Q3 2026, selling an estimated $178 and leaving 13 shares worth $351. The position accounts for ﹤0.01% of the portfolio, ranked #956.

Gilpin Wealth Management first reported a position in EVTC in Q4 2025 and has held it in 3 quarters since. The position peaked at $528 in Q2 2026. 5 funds tracked by Wall St. Rank hold EVTC as of Q3 2026.

Gilpin Wealth Management held 13 shares of Evertec worth $351 as of Q3 2026.
Gilpin Wealth Management sold 6 Evertec shares in Q3 2026, an estimated $178.
Evertec made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #956 holding.
Gilpin Wealth Management first reported a position in Evertec in Q4 2025 and has held it in 3 quarters since.
Gilpin Wealth Management's Evertec position peaked at $528 in Q2 2026.
5 funds tracked by Wall St. Rank held Evertec as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.