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MASECO Private Wealth’s Evertec EVTC Stock Holding History

MASECO Private Wealth’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
Q1 		– Sell
-385
Closed -$11.2K – 440
2025
Q4 		$11.2K Buy
385
+1
+0.3% +$30 ﹤0.01% 331
2025
Q3 		$13K Hold
384
– – ﹤0.01% 163
2025
Q2 		$13.8K Buy
+384
New +$13.6K ﹤0.01% 298

Other funds holding EVTC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MASECO Private Wealth's EVTC Position: Q1 2026 in Review

MASECO Private Wealth sold out of Evertec (EVTC) in Q1 2026, closing a stake of 385 shares — an estimated $11.2K sold.

MASECO Private Wealth first reported a position in EVTC in Q2 2025 and held it in 3 quarters. The position peaked at $13.8K in Q2 2025. 261 funds tracked by Wall St. Rank hold EVTC as of Q1 2026.

  • MASECO Private Wealth reported no remaining Evertec position as of Q1 2026 after selling out during the quarter.
  • MASECO Private Wealth sold 385 Evertec shares in Q1 2026, an estimated $11.2K.
  • MASECO Private Wealth first reported a position in Evertec in Q2 2025 and held it in 3 quarters.
  • MASECO Private Wealth's Evertec position peaked at $13.8K in Q2 2025.
  • 261 funds tracked by Wall St. Rank held Evertec as of Q1 2026.

Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.