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Wealthspire Advisors (New York)’s Evertec EVTC Stock Holding History

Wealthspire Advisors (New York)’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
-88
Closed -$2.97K – 1611
2025
Q3 		$2.97K Buy
+88
New +$3.07K ﹤0.01% 2487

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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 $3.38T AUM 44.17% 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

Wealthspire Advisors (New York)'s EVTC Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Evertec (EVTC) in Q4 2025, closing a stake of 88 shares — an estimated $2.97K sold.

Wealthspire Advisors (New York) first reported a position in EVTC in Q3 2025 and held it in 1 quarter. The position peaked at $2.97K in Q3 2025. 267 funds tracked by Wall St. Rank hold EVTC as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Evertec position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 88 Evertec shares in Q4 2025, an estimated $2.97K.
  • Wealthspire Advisors (New York) first reported a position in Evertec in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Evertec position peaked at $2.97K in Q3 2025.
  • 267 funds tracked by Wall St. Rank held Evertec as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.