AdvisorShares Investments’s Evertec EVTC Stock Holding History

AdvisorShares Investments’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	$475K	Buy	+17,100	New	+$454K	0.06%	187
2023 Q4	–	Sell	-10,381	Closed	-$386K	–	294
2023 Q3	$386K	Buy	+10,381	New	+$404K	0.1%	136
2023 Q1	–	Sell	-11,500	Closed	-$372K	–	302
2022 Q4	$372K	Sell	11,500 -2,250	-16%	-$73.9K	0.1%	175
2022 Q3	$431K	Buy	+13,750	New	+$483K	0.12%	135

Other funds holding EVTC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AdvisorShares Investments's EVTC Position: Q2 2026 in Review

AdvisorShares Investments opened a new position in Evertec (EVTC) in Q2 2026: 17,100 shares worth $475K. The stake represents 0.06% of the portfolio and ranks #187 among its holdings. This is a return to the name: AdvisorShares Investments previously reported a position in EVTC as recently as Q3 2023.

AdvisorShares Investments first reported a position in EVTC in Q3 2022 and has held it in 4 quarters since. 253 funds tracked by Wall St. Rank hold EVTC as of Q2 2026.

AdvisorShares Investments held 17,100 shares of Evertec worth $475K as of Q2 2026.
Evertec was a new AdvisorShares Investments position in Q2 2026.
Evertec made up 0.06% of AdvisorShares Investments's portfolio in Q2 2026, its #187 holding.
AdvisorShares Investments first reported a position in Evertec in Q3 2022 and has held it in 4 quarters since.
253 funds tracked by Wall St. Rank held Evertec as of Q2 2026.

Based on AdvisorShares Investments's 13F filing for Q2 2026, filed 11 Aug 2026.