Integrated Wealth Concepts’s Evertec EVTC Stock Holding History

Integrated Wealth Concepts’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 Q2	$37.7K	Buy	+1,356	New	+$36K	﹤0.01%	3587

Other funds holding EVTC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Integrated Wealth Concepts's EVTC Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Evertec (EVTC) in Q2 2026: 1,356 shares worth $37.7K. The stake represents ﹤0.01% of the portfolio and ranks #3587 among its holdings.

252 funds tracked by Wall St. Rank hold EVTC as of Q2 2026.

Integrated Wealth Concepts held 1,356 shares of Evertec worth $37.7K as of Q2 2026.
Evertec was a new Integrated Wealth Concepts position in Q2 2026.
Evertec made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3587 holding.
252 funds tracked by Wall St. Rank held Evertec as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.