WA
EVTC icon

Wealth Alliance’s Evertec EVTC Stock Holding History

Wealth Alliance’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
-6,426
Closed -$217K – 567
2025
Q3 		$217K Sell
6,426
-197
-3% -$6.87K 0.02% 513
2025
Q2 		$239K Buy
6,623
+951
+17% +$33.7K 0.03% 480
2025
Q1 		$209K Buy
+5,672
New +$196K 0.03% 489
2024
Q2 		– Sell
-6,892
Closed -$275K – 525
2024
Q1 		$275K Sell
6,892
-60
-0.9% -$2.37K 0.04% 420
2023
Q4 		$285K Sell
6,952
-228
-3% -$8.38K 0.04% 398
2023
Q3 		$267K Sell
7,180
-158
-2% -$6.16K 0.04% 382
2023
Q2 		$270K Buy
7,338
+54
+0.7% +$1.87K 0.04% 407
2023
Q1 		$246K Buy
+7,284
New +$256K 0.04% 421
2022
Q3 		– Sell
-6,700
Closed -$247K – 463
2022
Q2 		$247K Buy
6,700
+1,379
+26% +$52.7K 0.05% 379
2022
Q1 		$218K Sell
5,321
-163
-3% -$6.98K 0.04% 407
2021
Q4 		$274K Sell
5,484
-72
-1% -$3.33K 0.06% 349
2021
Q3 		$254K Buy
5,556
+141
+3% +$6.36K 0.06% 347
2021
Q2 		$236K Sell
5,415
-182
-3% -$7.69K 0.06% 379
2021
Q1 		$208K Buy
5,597
+333
+6% +$12.5K 0.06% 367
2020
Q4 		$207K Buy
+5,264
New +$196K 0.06% 361

Other funds holding EVTC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $226B AUM 44.75% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Wealth Alliance's EVTC Position: Q4 2025 in Review

Wealth Alliance sold out of Evertec (EVTC) in Q4 2025, closing a stake of 6,426 shares — an estimated $217K sold.

Wealth Alliance first reported a position in EVTC in Q4 2020 and held it in 15 quarters. The position peaked at $285K in Q4 2023. 267 funds tracked by Wall St. Rank hold EVTC as of Q4 2025.

  • Wealth Alliance reported no remaining Evertec position as of Q4 2025 after selling out during the quarter.
  • Wealth Alliance sold 6,426 Evertec shares in Q4 2025, an estimated $217K.
  • Wealth Alliance first reported a position in Evertec in Q4 2020 and held it in 15 quarters.
  • Wealth Alliance's Evertec position peaked at $285K in Q4 2023.
  • 267 funds tracked by Wall St. Rank held Evertec as of Q4 2025.

Based on Wealth Alliance's 13F filing for Q4 2025, filed 13 Feb 2026.