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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
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

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

True Wealth Design's EVTC Position: Q2 2026 in Review

True Wealth Design increased its Evertec (EVTC) stake by 488% in Q2 2026, buying an estimated $12.3K and bringing the position to 559 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #918.

True Wealth Design first reported a position in EVTC in Q3 2025 and has held it in 4 quarters since. 254 funds tracked by Wall St. Rank hold EVTC as of Q2 2026.

  • True Wealth Design held 559 shares of Evertec worth $15.5K as of Q2 2026.
  • True Wealth Design bought 464 Evertec shares in Q2 2026, an estimated $12.3K.
  • Evertec made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #918 holding.
  • True Wealth Design first reported a position in Evertec in Q3 2025 and has held it in 4 quarters since.
  • 254 funds tracked by Wall St. Rank held Evertec as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.