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TD Private Client Wealth’s Evertec EVTC Stock Holding History

TD Private Client Wealth’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 		$86.3K Buy
3,106
+58
+2% +$1.54K ﹤0.01% 796
2026
Q1 		$86K Buy
3,048
+763
+33% +$21.7K ﹤0.01% 779
2025
Q4 		$66.5K Buy
2,285
+1,241
+119% +$36.9K ﹤0.01% 837
2025
Q3 		$35.3K Sell
1,044
-1,095
-51% -$38.2K ﹤0.01% 910
2025
Q2 		$77.1K Buy
2,139
+284
+15% +$10.1K ﹤0.01% 775
2025
Q1 		$68.2K Buy
1,855
+300
+19% +$10.4K ﹤0.01% 762
2024
Q4 		$53.7K Sell
1,555
-17
-1% -$583 ﹤0.01% 807
2024
Q3 		$53.3K Hold
1,572
– – ﹤0.01% 817
2024
Q2 		$52.3K Hold
1,572
– – ﹤0.01% 795
2024
Q1 		$62.7K Buy
1,572
+594
+61% +$23.4K ﹤0.01% 768
2023
Q4 		$40K Hold
978
– – ﹤0.01% 845
2023
Q3 		$36.4K Hold
978
– – ﹤0.01% 828
2023
Q2 		$36K Hold
978
– – ﹤0.01% 848
2023
Q1 		$33K Buy
978
+288
+42% +$10.1K ﹤0.01% 853
2022
Q4 		$22.3K Hold
690
– – ﹤0.01% 899
2022
Q3 		$21.6K Hold
690
– – ﹤0.01% 896
2022
Q2 		$25.4K Sell
690
-226
-25% -$8.63K ﹤0.01% 871
2022
Q1 		$37.5K Buy
+916
New +$39.2K ﹤0.01% 827

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 $3.37T AUM 44.26% 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

TD Private Client Wealth's EVTC Position: Q2 2026 in Review

TD Private Client Wealth increased its Evertec (EVTC) stake by 1.9% in Q2 2026, buying an estimated $1.54K and bringing the position to 3,106 shares worth $86.3K. The position accounts for ﹤0.01% of the portfolio, ranked #796.

TD Private Client Wealth first reported a position in EVTC in Q1 2022 and has held it in 18 quarters since. 254 funds tracked by Wall St. Rank hold EVTC as of Q2 2026.

  • TD Private Client Wealth held 3,106 shares of Evertec worth $86.3K as of Q2 2026.
  • TD Private Client Wealth bought 58 Evertec shares in Q2 2026, an estimated $1.54K.
  • Evertec made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #796 holding.
  • TD Private Client Wealth first reported a position in Evertec in Q1 2022 and has held it in 18 quarters since.
  • 254 funds tracked by Wall St. Rank held Evertec as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.