IFP Advisors
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IFP Advisors’s Evertec EVTC Stock Holding History

IFP 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 		$170K Sell
6,295
-736
-10% -$21.8K ﹤0.01% 1637
2026
Q2 		$195K Sell
7,031
-140
-2% -$3.72K ﹤0.01% 1536
2026
Q1 		$202K Sell
7,171
-739
-9% -$21K ﹤0.01% 1399
2025
Q4 		$230K Sell
7,910
-314
-4% -$9.33K 0.01% 1296
2025
Q3 		$278K Buy
8,224
+190
+2% +$6.62K 0.01% 1130
2025
Q2 		$294K Buy
8,034
+1,541
+24% +$54.6K 0.01% 1070
2025
Q1 		$239K Buy
+6,493
New +$224K 0.01% 1091
2024
Q4 		– Hold
0
– – – 3644
2023
Q1 		– Sell
-156
Closed -$21K – 3719
2022
Q4 		$21K Buy
156
+142
+1,014% +$4.67K ﹤0.01% 2844
2022
Q3 		$14K Buy
14
+1
+8% +$35 ﹤0.01% 3381
2022
Q2 		$14K Hold
13
– – ﹤0.01% 3137
2022
Q1 		$14K Buy
+13
New +$557 ﹤0.01% 3136
2020
Q1 		– Sell
-476
Closed -$14.6K – 2826
2019
Q4 		$5K Buy
476
+286
+151% +$9.06K ﹤0.01% 2166
2019
Q3 		$0 Buy
+190
New +$6.37K ﹤0.01% 3088
2018
Q3 		– Sell
-266
Closed -$6K – 3881
2018
Q2 		$6K Sell
266
-5,484
-95% -$112K ﹤0.01% 3156
2018
Q1 		$78K Hold
5,750
– – ﹤0.01% 1529
2017
Q4 		$78K Sell
5,750
-723
-11% -$10.2K ﹤0.01% 1542
2017
Q3 		$103K Buy
6,473
+253
+4% +$4.53K ﹤0.01% 1536
2017
Q2 		$108K Buy
+6,220
New +$102K ﹤0.01% 1489

Other funds holding EVTC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
Heartland Advisors
Heartland Advisors Milwaukee, Wisconsin $2.08B AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

IFP Advisors's EVTC Position: Q3 2026 in Review

IFP Advisors reduced its Evertec (EVTC) stake by 10% in Q3 2026, selling an estimated $21.8K and leaving 6,295 shares worth $170K. The position accounts for ﹤0.01% of the portfolio, ranked #1637.

IFP Advisors first reported a position in EVTC in Q2 2017 and has held it in 18 quarters since. The position peaked at $294K in Q2 2025. 141 funds tracked by Wall St. Rank hold EVTC as of Q3 2026.

  • IFP Advisors held 6,295 shares of Evertec worth $170K as of Q3 2026.
  • IFP Advisors sold 736 Evertec shares in Q3 2026, an estimated $21.8K.
  • Evertec made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #1637 holding.
  • IFP Advisors first reported a position in Evertec in Q2 2017 and has held it in 18 quarters since.
  • IFP Advisors's Evertec position peaked at $294K in Q2 2025.
  • 141 funds tracked by Wall St. Rank held Evertec as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.