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Allworth Financial’s Evertec EVTC Stock Holding History

Allworth Financial’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 		$38.1K Buy
1,372
+858
+167% +$22.8K ﹤0.01% 2713
2026
Q1 		$14.5K Buy
514
+313
+156% +$8.89K ﹤0.01% 3228
2025
Q4 		$5.85K Buy
201
+73
+57% +$2.17K ﹤0.01% 3613
2025
Q3 		$4.32K Sell
128
-1
-0.8% -$35 ﹤0.01% 3634
2025
Q2 		$4.65K Sell
129
-83
-39% -$2.94K ﹤0.01% 3299
2025
Q1 		$7.04K Sell
212
-98
-32% -$3.38K ﹤0.01% 2590
2024
Q4 		$9.99K Sell
310
-176
-36% -$6.04K ﹤0.01% 2436
2024
Q3 		$16.5K Sell
486
-320
-40% -$10.7K ﹤0.01% 2029
2024
Q2 		$27.9K Sell
806
-5
-0.6% -$181 ﹤0.01% 1668
2024
Q1 		$32.4K Buy
811
+763
+1,590% +$30.1K ﹤0.01% 1496
2023
Q4 		$1.97K Hold
48
– – ﹤0.01% 2693
2023
Q3 		$1.78K Buy
+48
New +$1.87K ﹤0.01% 2599

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 $3.38T AUM 44.17% 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

Allworth Financial's EVTC Position: Q2 2026 in Review

Allworth Financial increased its Evertec (EVTC) stake by 167% in Q2 2026, buying an estimated $22.8K and bringing the position to 1,372 shares worth $38.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2713.

Allworth Financial first reported a position in EVTC in Q3 2023 and has held it in 12 quarters since. 253 funds tracked by Wall St. Rank hold EVTC as of Q2 2026.

  • Allworth Financial held 1,372 shares of Evertec worth $38.1K as of Q2 2026.
  • Allworth Financial bought 858 Evertec shares in Q2 2026, an estimated $22.8K.
  • Evertec made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2713 holding.
  • Allworth Financial first reported a position in Evertec in Q3 2023 and has held it in 12 quarters since.
  • 253 funds tracked by Wall St. Rank held Evertec as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.