Salomon & Ludwin
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Salomon & Ludwin’s Evertec EVTC Stock Holding History

Salomon & Ludwin’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
Q3 		$14.7K Hold
546
– – ﹤0.01% 1134
2026
Q2 		$15.9K Sell
546
-308
-36% -$8.19K ﹤0.01% 1316
2026
Q1 		$24K Buy
854
+374
+78% +$10.6K ﹤0.01% 962
2025
Q4 		$14.3K Sell
480
-124
-21% -$3.68K ﹤0.01% 1172
2025
Q3 		$20.7K Buy
+604
New +$21.1K ﹤0.01% 787

Other funds holding EVTC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
Nicholas Company
Nicholas Company Milwaukee, Wisconsin $5.45B AUM 19.89% 1-Year Est. Return
Dana Investment Advisors
Dana Investment Advisors Waukesha, Wisconsin $3.69B AUM 30.1% 1-Year Est. Return

Salomon & Ludwin's EVTC Position: Q3 2026 in Review

Salomon & Ludwin held its Evertec (EVTC) position steady in Q3 2026 at 546 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1134.

Salomon & Ludwin first reported a position in EVTC in Q3 2025 and has held it in 5 quarters since. The position peaked at $24K in Q1 2026. 130 funds tracked by Wall St. Rank hold EVTC as of Q3 2026.

  • Salomon & Ludwin held 546 shares of Evertec worth $14.7K as of Q3 2026.
  • Salomon & Ludwin left its Evertec share count unchanged in Q3 2026.
  • Evertec made up ﹤0.01% of Salomon & Ludwin's portfolio in Q3 2026, its #1134 holding.
  • Salomon & Ludwin first reported a position in Evertec in Q3 2025 and has held it in 5 quarters since.
  • Salomon & Ludwin's Evertec position peaked at $24K in Q1 2026.
  • 130 funds tracked by Wall St. Rank held Evertec as of Q3 2026.

Based on Salomon & Ludwin's 13F filing for Q3 2026, filed 29 Oct 2026.