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Ameritas Advisory Services’s Evertec EVTC Stock Holding History

Ameritas Advisory Services’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
-14,801
Closed -$418K – 2010
2026
Q1 		$418K Buy
14,801
+3
+0% +$85 0.02% 644
2025
Q4 		$430K Buy
+14,798
New +$440K 0.02% 625

Other funds holding EVTC

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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

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

Ameritas Advisory Services sold out of Evertec (EVTC) in Q2 2026, closing a stake of 14,801 shares — an estimated $418K sold.

Ameritas Advisory Services first reported a position in EVTC in Q4 2025 and held it in 2 quarters. The position peaked at $430K in Q4 2025. 252 funds tracked by Wall St. Rank hold EVTC as of Q2 2026.

  • Ameritas Advisory Services reported no remaining Evertec position as of Q2 2026 after selling out during the quarter.
  • Ameritas Advisory Services sold 14,801 Evertec shares in Q2 2026, an estimated $418K.
  • Ameritas Advisory Services first reported a position in Evertec in Q4 2025 and held it in 2 quarters.
  • Ameritas Advisory Services's Evertec position peaked at $430K in Q4 2025.
  • 252 funds tracked by Wall St. Rank held Evertec as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.