True Wealth Design
EVTC icon

True Wealth Design’s Evertec EVTC Stock Holding History

True Wealth Design’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 		$13.2K Sell
488
-71
-13% -$2.1K ﹤0.01% 966
2026
Q2 		$15.5K Buy
559
+464
+488% +$12.3K ﹤0.01% 918
2026
Q1 		$2.68K Buy
95
+91
+2,275% +$2.58K ﹤0.01% 1427
2025
Q4 		$117 Sell
4
-47
-92% -$1.4K ﹤0.01% 2311
2025
Q3 		$1.72K Buy
+51
New +$1.78K ﹤0.01% 1522

Other funds holding EVTC

Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Fifth Third Wealth Advisors
Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Mitsubishi UFJ Asset Management (UK)
Mitsubishi UFJ Asset Management (UK) London, United Kingdom $213M AUM 36.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

True Wealth Design's EVTC Position: Q3 2026 in Review

True Wealth Design reduced its Evertec (EVTC) stake by 13% in Q3 2026, selling an estimated $2.1K and leaving 488 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #966.

True Wealth Design first reported a position in EVTC in Q3 2025 and has held it in 5 quarters since. The position peaked at $15.5K in Q2 2026. 45 funds tracked by Wall St. Rank hold EVTC as of Q3 2026.

  • True Wealth Design held 488 shares of Evertec worth $13.2K as of Q3 2026.
  • True Wealth Design sold 71 Evertec shares in Q3 2026, an estimated $2.1K.
  • Evertec made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #966 holding.
  • True Wealth Design first reported a position in Evertec in Q3 2025 and has held it in 5 quarters since.
  • True Wealth Design's Evertec position peaked at $15.5K in Q2 2026.
  • 45 funds tracked by Wall St. Rank held Evertec as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.