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Institute for Wealth Management’s Evertec EVTC Stock Holding History

Institute for 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
2025
Q3 		– Sell
-6,576
Closed -$237K – 573
2025
Q2 		$237K Hold
6,576
– – 0.03% 500
2025
Q1 		$242K Hold
6,576
– – 0.03% 467
2024
Q4 		$227K Hold
6,576
– – 0.03% 463
2024
Q3 		$223K Buy
+6,576
New +$219K 0.03% 495

Other funds holding EVTC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Institute for Wealth Management's EVTC Position: Q3 2025 in Review

Institute for Wealth Management sold out of Evertec (EVTC) in Q3 2025, closing a stake of 6,576 shares — an estimated $237K sold.

Institute for Wealth Management first reported a position in EVTC in Q3 2024 and held it in 4 quarters. The position peaked at $242K in Q1 2025. 270 funds tracked by Wall St. Rank hold EVTC as of Q3 2025.

  • Institute for Wealth Management reported no remaining Evertec position as of Q3 2025 after selling out during the quarter.
  • Institute for Wealth Management sold 6,576 Evertec shares in Q3 2025, an estimated $237K.
  • Institute for Wealth Management first reported a position in Evertec in Q3 2024 and held it in 4 quarters.
  • Institute for Wealth Management's Evertec position peaked at $242K in Q1 2025.
  • 270 funds tracked by Wall St. Rank held Evertec as of Q3 2025.

Based on Institute for Wealth Management's 13F filing for Q3 2025, filed 17 Oct 2025.