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ALPS Advisors’s Evertec EVTC Stock Holding History

ALPS Advisors’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
17,085
+201
+1% +$5.34K ﹤0.01% 1000
2026
Q1 		$476K Buy
16,884
+3,132
+23% +$89K ﹤0.01% 900
2025
Q4 		$400K Buy
13,752
+112
+0.8% +$3.33K ﹤0.01% 891
2025
Q3 		$461K Buy
+13,640
New +$476K ﹤0.01% 750
2022
Q1 		– Sell
-8,052
Closed -$402K – 869
2021
Q4 		$402K Buy
8,052
+102
+1% +$4.72K ﹤0.01% 656
2021
Q3 		$363K Sell
7,950
-982
-11% -$44.3K ﹤0.01% 670
2021
Q2 		$390K Hold
8,932
– – ﹤0.01% 588
2021
Q1 		$332K Buy
+8,932
New +$336K ﹤0.01% 705
2020
Q3 		– Sell
-9,194
Closed -$258K – 859
2020
Q2 		$258K Sell
9,194
-1,021
-10% -$27.1K ﹤0.01% 619
2020
Q1 		$232K Sell
10,215
-306
-3% -$9.38K ﹤0.01% 642
2019
Q4 		$358K Sell
10,521
-457
-4% -$14.5K ﹤0.01% 693
2019
Q3 		$343K Sell
10,978
-2,673
-20% -$89.6K ﹤0.01% 777
2019
Q2 		$446K Sell
13,651
-720
-5% -$21.2K ﹤0.01% 570
2019
Q1 		$400K Buy
+14,371
New +$406K ﹤0.01% 707
2018
Q1 		– Sell
-22,897
Closed -$313K – 912
2017
Q4 		$313K Sell
22,897
-1,800
-7% -$25.5K ﹤0.01% 730
2017
Q3 		$391K Buy
+24,697
New +$442K ﹤0.01% 704
2017
Q1 		– Sell
-25,246
Closed -$448K – 769
2016
Q4 		$448K Buy
25,246
+239
+1% +$3.96K ﹤0.01% 506
2016
Q3 		$420K Buy
+25,007
New +$418K ﹤0.01% 480
2016
Q1 		– Sell
-27,163
Closed -$455K – 688
2015
Q4 		$455K Hold
27,163
– – ﹤0.01% 535
2015
Q3 		$491K Buy
27,163
+3,270
+14% +$61.9K 0.01% 413
2015
Q2 		$507K Buy
23,893
+371
+2% +$8.16K ﹤0.01% 494
2015
Q1 		$514K Buy
+23,522
New +$497K ﹤0.01% 515

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 $3.37T AUM 44.26% 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

ALPS Advisors's EVTC Position: Q2 2026 in Review

ALPS Advisors increased its Evertec (EVTC) stake by 1.2% in Q2 2026, buying an estimated $5.34K and bringing the position to 17,085 shares worth $475K. The position accounts for ﹤0.01% of the portfolio, ranked #1000.

ALPS Advisors first reported a position in EVTC in Q1 2015 and has held it in 22 quarters since. The position peaked at $514K in Q1 2015. 254 funds tracked by Wall St. Rank hold EVTC as of Q2 2026.

  • ALPS Advisors held 17,085 shares of Evertec worth $475K as of Q2 2026.
  • ALPS Advisors bought 201 Evertec shares in Q2 2026, an estimated $5.34K.
  • Evertec made up ﹤0.01% of ALPS Advisors's portfolio in Q2 2026, its #1000 holding.
  • ALPS Advisors first reported a position in Evertec in Q1 2015 and has held it in 22 quarters since.
  • ALPS Advisors's Evertec position peaked at $514K in Q1 2015.
  • 254 funds tracked by Wall St. Rank held Evertec as of Q2 2026.

Based on ALPS Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.