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N.E.W. Advisory Services’s Evertec EVTC Stock Holding History

N.E.W. Advisory Services’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
-365
Closed -$12.3K – 907
2025
Q3 		$12.3K Hold
365
– – ﹤0.01% 542
2025
Q2 		$13.2K Hold
365
– – ﹤0.01% 524
2025
Q1 		$13.4K Buy
+365
New +$12.6K ﹤0.01% 557

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N.E.W. Advisory Services's EVTC Position: Q4 2025 in Review

N.E.W. Advisory Services sold out of Evertec (EVTC) in Q4 2025, closing a stake of 365 shares — an estimated $12.3K sold.

N.E.W. Advisory Services first reported a position in EVTC in Q1 2025 and held it in 3 quarters. The position peaked at $13.4K in Q1 2025. 267 funds tracked by Wall St. Rank hold EVTC as of Q4 2025.

  • N.E.W. Advisory Services reported no remaining Evertec position as of Q4 2025 after selling out during the quarter.
  • N.E.W. Advisory Services sold 365 Evertec shares in Q4 2025, an estimated $12.3K.
  • N.E.W. Advisory Services first reported a position in Evertec in Q1 2025 and held it in 3 quarters.
  • N.E.W. Advisory Services's Evertec position peaked at $13.4K in Q1 2025.
  • 267 funds tracked by Wall St. Rank held Evertec as of Q4 2025.

Based on N.E.W. Advisory Services's 13F filing for Q4 2025, filed 28 Jan 2026.