Advisory Services Network’s Evertec EVTC Stock Holding History

Advisory Services Network’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	–	Sell	-1,623	Closed	-$45.8K	–	2946
2026 Q1	$45.8K	Buy	+1,623	New	+$46.1K	﹤0.01%	2687
2025 Q4	–	Sell	-1,738	Closed	-$58.7K	–	2576
2025 Q3	$58.7K	Buy	+1,738	New	+$60.6K	﹤0.01%	2368
2024 Q1	–	Sell	-1,813	Closed	-$74.2K	–	2130
2023 Q4	$74.2K	Buy	+1,813	New	+$66.6K	﹤0.01%	1797
2023 Q2	–	Sell	-1,943	Closed	-$65.6K	–	2125
2023 Q1	$65.6K	Buy	1,943 +5	+0.3%	+$176	﹤0.01%	1875
2022 Q4	$62.8K	Buy	+1,938	New	+$63.7K	﹤0.01%	1857
2021 Q3	–	Sell	-1,271	Closed	-$56K	–	1971
2021 Q2	$56K	Buy	+1,271	New	+$53.7K	﹤0.01%	1928
2021 Q1	–	Sell	-1,243	Closed	-$49K	–	1796
2020 Q4	$49K	Buy	1,243 +155	+14%	+$5.76K	﹤0.01%	1686
2020 Q3	$37K	Buy	+1,088	New	+$35K	﹤0.01%	1734
2020 Q2	–	Sell	-992	Closed	-$22K	–	1538
2020 Q1	$22K	Sell	992 -251	-20%	-$7.69K	﹤0.01%	1808
2019 Q4	$42K	Buy	+1,243	New	+$39.4K	﹤0.01%	1584
2017 Q4	–	Sell	-301	Closed	-$5K	–	2560
2017 Q3	$5K	Hold	301	–	–	﹤0.01%	1872
2017 Q2	$5K	Buy	301 +126	+72%	+$2.06K	﹤0.01%	1797
2017 Q1	$3K	Buy	+175	New	+$2.98K	﹤0.01%	1873

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 $3.37T AUM 44.26% 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

Advisory Services Network's EVTC Position: Q2 2026 in Review

Advisory Services Network sold out of Evertec (EVTC) in Q2 2026, closing a stake of 1,623 shares — an estimated $45.8K sold.

Advisory Services Network first reported a position in EVTC in Q1 2017 and held it in 13 quarters. The position peaked at $74.2K in Q4 2023. 252 funds tracked by Wall St. Rank hold EVTC as of Q2 2026.

Advisory Services Network reported no remaining Evertec position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 1,623 Evertec shares in Q2 2026, an estimated $45.8K.
Advisory Services Network first reported a position in Evertec in Q1 2017 and held it in 13 quarters.
Advisory Services Network's Evertec position peaked at $74.2K in Q4 2023.
252 funds tracked by Wall St. Rank held Evertec as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.