Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Evertec EVTC Stock Holding History

Northwestern Mutual Wealth Management’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
-15
Closed -$436 – 4236
2025
Q4 		$436 Sell
15
-2,302
-99% -$68.4K ﹤0.01% 3733
2025
Q3 		$78.3K Buy
2,317
+83
+4% +$2.89K ﹤0.01% 2147
2025
Q2 		$80.5K Buy
2,234
+59
+3% +$2.09K ﹤0.01% 2074
2025
Q1 		$80K Sell
2,175
-104
-5% -$3.59K ﹤0.01% 2019
2024
Q4 		$78.7K Hold
2,279
– – ﹤0.01% 2010
2024
Q3 		$77.2K Sell
2,279
-147
-6% -$4.9K ﹤0.01% 2008
2024
Q2 		$80.7K Buy
2,426
+2,175
+867% +$78.6K ﹤0.01% 1914
2024
Q1 		$10K Buy
251
+217
+638% +$8.56K ﹤0.01% 2640
2023
Q4 		$1.39K Buy
+34
New +$1.25K ﹤0.01% 3113
2023
Q2 		– Sell
-355
Closed -$12K – 3416
2023
Q1 		$12K Buy
355
+19
+6% +$667 ﹤0.01% 2443
2022
Q4 		$10.9K Buy
+336
New +$11K ﹤0.01% 2465
2022
Q2 		– Sell
-600
Closed -$25K – 3256
2022
Q1 		$25K Buy
600
+559
+1,363% +$23.9K ﹤0.01% 2216
2021
Q4 		$2K Sell
41
-201
-83% -$9.3K ﹤0.01% 2944
2021
Q3 		$11K Buy
242
+190
+365% +$8.57K ﹤0.01% 2423
2021
Q2 		$2K Buy
+52
New +$2.2K ﹤0.01% 2803
2020
Q2 		– Sell
-25
Closed -$1K – 2473
2020
Q1 		$1K Buy
+25
New +$766 ﹤0.01% 2381

Other funds holding EVTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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

Northwestern Mutual Wealth Management's EVTC Position: Q1 2026 in Review

Northwestern Mutual Wealth Management sold out of Evertec (EVTC) in Q1 2026, closing a stake of 15 shares — an estimated $436 sold.

Northwestern Mutual Wealth Management first reported a position in EVTC in Q1 2020 and held it in 16 quarters. The position peaked at $80.7K in Q2 2024. 261 funds tracked by Wall St. Rank hold EVTC as of Q1 2026.

  • Northwestern Mutual Wealth Management reported no remaining Evertec position as of Q1 2026 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 15 Evertec shares in Q1 2026, an estimated $436.
  • Northwestern Mutual Wealth Management first reported a position in Evertec in Q1 2020 and held it in 16 quarters.
  • Northwestern Mutual Wealth Management's Evertec position peaked at $80.7K in Q2 2024.
  • 261 funds tracked by Wall St. Rank held Evertec as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.