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Parkworth Wealth Management’s Evertec EVTC Stock Holding History

Parkworth 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
2025
Q2 		$72 Hold
2
– – ﹤0.01% 1200
2025
Q1 		$74 Hold
2
– – ﹤0.01% 1025
2024
Q4 		$69 Buy
+2
New +$69 ﹤0.01% 1086

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

Parkworth Wealth Management's EVTC Position: Q2 2025 in Review

Parkworth Wealth Management held its Evertec (EVTC) position steady in Q2 2025 at 2 shares worth $72. The position accounts for ﹤0.01% of the portfolio, ranked #1200.

Parkworth Wealth Management first reported a position in EVTC in Q4 2024 and has held it in 3 quarters since. The position peaked at $74 in Q1 2025. 266 funds tracked by Wall St. Rank hold EVTC as of Q2 2025.

  • Parkworth Wealth Management held 2 shares of Evertec worth $72 as of Q2 2025.
  • Parkworth Wealth Management left its Evertec share count unchanged in Q2 2025.
  • Evertec made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #1200 holding.
  • Parkworth Wealth Management first reported a position in Evertec in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's Evertec position peaked at $74 in Q1 2025.
  • 266 funds tracked by Wall St. Rank held Evertec as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.