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Opal Wealth Advisors’s Evertec EVTC Stock Holding History

Opal Wealth Advisors’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
Q3 		– Sell
-882
Closed -$31.8K – 320
2025
Q2 		$31.8K Buy
882
+233
+36% +$8.26K 0.01% 457
2025
Q1 		$23.9K Buy
+649
New +$22.4K 0.01% 494
2024
Q3 		– Sell
-835
Closed -$27.8K – 516
2024
Q2 		$27.8K Buy
+835
New +$30.2K 0.01% 436

Other funds holding EVTC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Opal Wealth Advisors's EVTC Position: Q3 2025 in Review

Opal Wealth Advisors sold out of Evertec (EVTC) in Q3 2025, closing a stake of 882 shares — an estimated $31.8K sold.

Opal Wealth Advisors first reported a position in EVTC in Q2 2024 and held it in 3 quarters. The position peaked at $31.8K in Q2 2025. 270 funds tracked by Wall St. Rank hold EVTC as of Q3 2025.

  • Opal Wealth Advisors reported no remaining Evertec position as of Q3 2025 after selling out during the quarter.
  • Opal Wealth Advisors sold 882 Evertec shares in Q3 2025, an estimated $31.8K.
  • Opal Wealth Advisors first reported a position in Evertec in Q2 2024 and held it in 3 quarters.
  • Opal Wealth Advisors's Evertec position peaked at $31.8K in Q2 2025.
  • 270 funds tracked by Wall St. Rank held Evertec as of Q3 2025.

Based on Opal Wealth Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.