HORAN Wealth
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HORAN Wealth’s Evertec EVTC Stock Holding History

HORAN Wealth’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 		$441K Buy
+16,364
New +$484K 0.04% 180

Other funds holding EVTC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

HORAN Wealth's EVTC Position: Q3 2026 in Review

HORAN Wealth opened a new position in Evertec (EVTC) in Q3 2026: 16,364 shares worth $441K. The stake represents 0.04% of the portfolio and ranks #180 among its holdings.

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

  • HORAN Wealth held 16,364 shares of Evertec worth $441K as of Q3 2026.
  • Evertec was a new HORAN Wealth position in Q3 2026.
  • Evertec made up 0.04% of HORAN Wealth's portfolio in Q3 2026, its #180 holding.
  • 206 funds tracked by Wall St. Rank held Evertec as of Q3 2026.

Based on HORAN Wealth's 13F filing for Q3 2026, filed 12 Nov 2026.