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
Q2 		$2.67K Buy
+96
New +$2.55K ﹤0.01% 3586
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 $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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northwestern Mutual Wealth Management's EVTC Position: Q2 2026 in Review

Northwestern Mutual Wealth Management opened a new position in Evertec (EVTC) in Q2 2026: 96 shares worth $2.67K. The stake represents ﹤0.01% of the portfolio and ranks #3586 among its holdings. This is a return to the name: Northwestern Mutual Wealth Management previously reported a position in EVTC as recently as Q4 2025.

Northwestern Mutual Wealth Management first reported a position in EVTC in Q1 2020 and has held it in 17 quarters since. The position peaked at $80.7K in Q2 2024. 253 funds tracked by Wall St. Rank hold EVTC as of Q2 2026.

  • Northwestern Mutual Wealth Management held 96 shares of Evertec worth $2.67K as of Q2 2026.
  • Evertec was a new Northwestern Mutual Wealth Management position in Q2 2026.
  • Evertec made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #3586 holding.
  • Northwestern Mutual Wealth Management first reported a position in Evertec in Q1 2020 and has held it in 17 quarters since.
  • Northwestern Mutual Wealth Management's Evertec position peaked at $80.7K in Q2 2024.
  • 253 funds tracked by Wall St. Rank held Evertec as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.