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Meriwether Wealth & Planning’s Evertec EVTC Stock Holding History

Meriwether Wealth & Planning’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
Q3 		$162 Buy
+6
New +$178 ﹤0.01% 859

Other funds holding EVTC

B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Meriwether Wealth & Planning's EVTC Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Evertec (EVTC) in Q3 2026: 6 shares worth $162. The stake represents ﹤0.01% of the portfolio and ranks #859 among its holdings.

10 funds tracked by Wall St. Rank hold EVTC as of Q3 2026.

  • Meriwether Wealth & Planning held 6 shares of Evertec worth $162 as of Q3 2026.
  • Evertec was a new Meriwether Wealth & Planning position in Q3 2026.
  • Evertec made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #859 holding.
  • 10 funds tracked by Wall St. Rank held Evertec as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.