JFS Wealth Advisors’s Evertec EVTC Stock Holding History

JFS Wealth 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
2025 Q4	–	Sell	-1	Closed	-$34	–	1936
2025 Q3	$34	Hold	1	–	–	﹤0.01%	1877
2025 Q2	$37	Sell	1 -20	-95%	-$709	﹤0.01%	1842
2025 Q1	$773	Hold	21	–	–	﹤0.01%	1696
2024 Q4	$726	Hold	21	–	–	﹤0.01%	1731
2024 Q3	$712	Sell	21 -2	-9%	-$67	﹤0.01%	1751
2024 Q2	$765	Hold	23	–	–	﹤0.01%	1726
2024 Q1	$918	Hold	23	–	–	﹤0.01%	1680
2023 Q4	$942	Sell	23 -13	-36%	-$478	﹤0.01%	1669
2023 Q3	$1.34K	Hold	36	–	–	﹤0.01%	1511
2023 Q2	$1.33K	Sell	36 -9	-20%	-$312	﹤0.01%	1515
2023 Q1	$1.52K	Buy	45 +10	+29%	+$351	﹤0.01%	1460
2022 Q4	$1.13K	Buy	35 +17	+94%	+$559	﹤0.01%	1568
2022 Q3	$1K	Sell	18 -41	-69%	-$1.44K	﹤0.01%	1541
2022 Q2	$2K	Buy	59 +36	+157%	+$1.38K	﹤0.01%	1312
2022 Q1	$1K	Buy	23 +6	+35%	+$257	﹤0.01%	1628
2021 Q4	$1K	Buy	+17	New	+$787	﹤0.01%	1339

Other funds holding EVTC

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

JFS Wealth Advisors's EVTC Position: Q4 2025 in Review

JFS Wealth Advisors sold out of Evertec (EVTC) in Q4 2025, closing a stake of 1 share — an estimated $34 sold.

JFS Wealth Advisors first reported a position in EVTC in Q4 2021 and held it in 16 quarters. The position peaked at $2K in Q2 2022. 267 funds tracked by Wall St. Rank hold EVTC as of Q4 2025.

JFS Wealth Advisors reported no remaining Evertec position as of Q4 2025 after selling out during the quarter.
JFS Wealth Advisors sold 1 Evertec share in Q4 2025, an estimated $34.
JFS Wealth Advisors first reported a position in Evertec in Q4 2021 and held it in 16 quarters.
JFS Wealth Advisors's Evertec position peaked at $2K in Q2 2022.
267 funds tracked by Wall St. Rank held Evertec as of Q4 2025.

Based on JFS Wealth Advisors's 13F filing for Q4 2025, filed 14 Jan 2026.