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Private Wealth Management Group’s Evertec EVTC Stock Holding History

Private Wealth Management Group’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
-15
Closed -$507 – 1494
2025
Q3 		$507 Hold
15
– – ﹤0.01% 1418
2025
Q2 		$541 Sell
15
-16
-52% -$567 ﹤0.01% 1416
2025
Q1 		$1.14K Hold
31
– – ﹤0.01% 1227
2024
Q4 		$1.07K Hold
31
– – ﹤0.01% 1281
2024
Q3 		$1.05K Hold
31
– – ﹤0.01% 1270
2024
Q2 		$1.03K Hold
31
– – ﹤0.01% 1281
2024
Q1 		$1.24K Hold
31
– – ﹤0.01% 1177
2023
Q4 		$1.27K Buy
+31
New +$1.14K ﹤0.01% 1182

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
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Private Wealth Management Group's EVTC Position: Q4 2025 in Review

Private Wealth Management Group sold out of Evertec (EVTC) in Q4 2025, closing a stake of 15 shares — an estimated $507 sold.

Private Wealth Management Group first reported a position in EVTC in Q4 2023 and held it in 8 quarters. The position peaked at $1.27K in Q4 2023. 267 funds tracked by Wall St. Rank hold EVTC as of Q4 2025.

  • Private Wealth Management Group reported no remaining Evertec position as of Q4 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 15 Evertec shares in Q4 2025, an estimated $507.
  • Private Wealth Management Group first reported a position in Evertec in Q4 2023 and held it in 8 quarters.
  • Private Wealth Management Group's Evertec position peaked at $1.27K in Q4 2023.
  • 267 funds tracked by Wall St. Rank held Evertec as of Q4 2025.

Based on Private Wealth Management Group's 13F filing for Q4 2025, filed 23 Jan 2026.