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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return