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MassMutual Private Wealth & Trust’s Evertec EVTC Stock Holding History

MassMutual Private Wealth & Trust’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 		$333 Sell
12
-78
-87% -$2.07K ﹤0.01% 2322
2026
Q1 		$2.54K Buy
90
+57
+173% +$1.62K ﹤0.01% 1912
2025
Q4 		$960 Sell
33
-11
-25% -$327 ﹤0.01% 2151
2025
Q3 		$1.49K Sell
44
-3
-6% -$105 ﹤0.01% 2059
2025
Q2 		$1.69K Sell
47
-24
-34% -$851 ﹤0.01% 2001
2025
Q1 		$2.61K Buy
71
+9
+15% +$311 ﹤0.01% 1837
2024
Q4 		$2.14K Buy
62
+18
+41% +$618 ﹤0.01% 1819
2024
Q3 		$1.49K Hold
44
– – ﹤0.01% 1742
2024
Q2 		$1.46K Sell
44
-6
-12% -$217 ﹤0.01% 1730
2024
Q1 		$2K Buy
50
+6
+14% +$237 ﹤0.01% 1546
2023
Q4 		$1.8K Sell
44
-64
-59% -$2.35K ﹤0.01% 1534
2023
Q3 		$4.01K Sell
108
-4
-4% -$156 ﹤0.01% 1319
2023
Q2 		$4.13K Buy
112
+71
+173% +$2.46K ﹤0.01% 1270
2023
Q1 		$1.38K Buy
+41
New +$1.44K ﹤0.01% 1517
2022
Q4 		– Sell
-51
Closed -$2K – 1704
2022
Q3 		$2K Buy
51
+14
+38% +$492 ﹤0.01% 1204
2022
Q2 		$1K Buy
+37
New +$1.41K ﹤0.01% 1299

Other funds holding EVTC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
WIC
Willis Investment Counsel Gainesville, Georgia $2.1B AUM 24.61% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

MassMutual Private Wealth & Trust's EVTC Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Evertec (EVTC) stake by 87% in Q2 2026, selling an estimated $2.07K and leaving 12 shares worth $333. The position accounts for ﹤0.01% of the portfolio, ranked #2322.

MassMutual Private Wealth & Trust first reported a position in EVTC in Q2 2022 and has held it in 16 quarters since. The position peaked at $4.13K in Q2 2023. 53 funds tracked by Wall St. Rank hold EVTC as of Q2 2026.

  • MassMutual Private Wealth & Trust held 12 shares of Evertec worth $333 as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 78 Evertec shares in Q2 2026, an estimated $2.07K.
  • Evertec made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #2322 holding.
  • MassMutual Private Wealth & Trust first reported a position in Evertec in Q2 2022 and has held it in 16 quarters since.
  • MassMutual Private Wealth & Trust's Evertec position peaked at $4.13K in Q2 2023.
  • 53 funds tracked by Wall St. Rank held Evertec as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.