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Annis Gardner Whiting Capital Advisors’s Evertec EVTC Stock Holding History

Annis Gardner Whiting Capital 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
2025
Q4 		– Sell
-37
Closed -$1.25K – 1252
2025
Q3 		$1.25K Sell
37
-6
-14% -$209 ﹤0.01% 949
2025
Q2 		$1.55K Buy
+43
New +$1.52K ﹤0.01% 1006
2024
Q2 		– Sell
-121
Closed -$4.83K – 957
2024
Q1 		$4.83K Buy
+121
New +$4.77K ﹤0.01% 764

Other funds holding EVTC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's EVTC Position: Q4 2025 in Review

Annis Gardner Whiting Capital Advisors sold out of Evertec (EVTC) in Q4 2025, closing a stake of 37 shares — an estimated $1.25K sold.

Annis Gardner Whiting Capital Advisors first reported a position in EVTC in Q1 2024 and held it in 3 quarters. The position peaked at $4.83K in Q1 2024. 267 funds tracked by Wall St. Rank hold EVTC as of Q4 2025.

  • Annis Gardner Whiting Capital Advisors reported no remaining Evertec position as of Q4 2025 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 37 Evertec shares in Q4 2025, an estimated $1.25K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Evertec in Q1 2024 and held it in 3 quarters.
  • Annis Gardner Whiting Capital Advisors's Evertec position peaked at $4.83K in Q1 2024.
  • 267 funds tracked by Wall St. Rank held Evertec as of Q4 2025.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.