Bank of Montreal’s Evertec EVTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-7,385
| Closed | -$249K | – | 3676 |
|
|
2025
Q3 | $249K | Sell |
7,385
-5,626
| -43% | -$196K | ﹤0.01% | 2640 |
|
|
2025
Q2 | $469K | Sell |
13,011
-423
| -3% | -$15K | ﹤0.01% | 2323 |
|
|
2025
Q1 | $494K | Buy |
13,434
+1,464
| +12% | +$50.6K | ﹤0.01% | 2207 |
|
|
2024
Q4 | $413K | Buy |
11,970
+1,409
| +13% | +$48.3K | ﹤0.01% | 2350 |
|
|
2024
Q3 | $358K | Sell |
10,561
-24,523
| -70% | -$817K | ﹤0.01% | 2639 |
|
|
2024
Q2 | $1.19M | Buy |
35,084
+381
| +1% | +$13.8K | ﹤0.01% | 1936 |
|
|
2024
Q1 | $1.4M | Sell |
34,703
-314
| -0.9% | -$12.4K | ﹤0.01% | 1820 |
|
|
2023
Q4 | $1.44M | Sell |
35,017
-1,464
| -4% | -$53.8K | ﹤0.01% | 1857 |
|
|
2023
Q3 | $1.38M | Sell |
36,481
-460
| -1% | -$17.9K | ﹤0.01% | 1893 |
|
|
2023
Q2 | $1.37M | Sell |
36,941
-2,789
| -7% | -$96.7K | ﹤0.01% | 2013 |
|
|
2023
Q1 | $1.34M | Buy |
39,730
+3,355
| +9% | +$118K | ﹤0.01% | 1875 |
|
|
2022
Q4 | $1.18M | Sell |
36,375
-3,721
| -9% | -$122K | ﹤0.01% | 2090 |
|
|
2022
Q3 | $1.29K | Buy |
40,096
+2,492
| +7% | +$87.5K | ﹤0.01% | 2038 |
|
|
2022
Q2 | $1.36K | Sell |
37,604
-9,749
| -21% | -$372K | ﹤0.01% | 2113 |
|
|
2022
Q1 | $1.97M | Buy |
47,353
+2,028
| +4% | +$86.9K | ﹤0.01% | 1945 |
|
|
2021
Q4 | $2.28M | Sell |
45,325
-52,101
| -53% | -$2.41M | ﹤0.01% | 1530 |
|
|
2021
Q3 | $4.61M | Buy |
97,426
+33,448
| +52% | +$1.51M | ﹤0.01% | 1679 |
|
|
2021
Q2 | $2.81M | Buy |
63,978
+44,817
| +234% | +$1.89M | ﹤0.01% | 1885 |
|
|
2021
Q1 | $759K | Sell |
19,161
-200,641
| -91% | -$7.55M | ﹤0.01% | 2392 |
|
|
2020
Q4 | $8.76M | Sell |
219,802
-90,846
| -29% | -$3.37M | 0.01% | 1086 |
|
|
2020
Q3 | $11M | Sell |
310,648
-295,114
| -49% | -$9.49M | 0.01% | 818 |
|
|
2020
Q2 | $16M | Buy |
605,762
+16,320
| +3% | +$433K | 0.01% | 664 |
|
|
2020
Q1 | $12.7M | Sell |
589,442
-216,979
| -27% | -$6.65M | 0.01% | 628 |
|
|
2019
Q4 | $27.4M | Sell |
806,421
-457,845
| -36% | -$14.5M | 0.02% | 591 |
|
|
2019
Q3 | $39.5M | Sell |
1,264,266
-199,695
| -14% | -$6.69M | 0.03% | 423 |
|
|
2019
Q2 | $47.9M | Buy |
1,463,961
+29,062
| +2% | +$854K | 0.04% | 379 |
|
|
2019
Q1 | $39.9M | Sell |
1,434,899
-100,317
| -7% | -$2.84M | 0.03% | 406 |
|
|
2018
Q4 | $44.1M | Sell |
1,535,216
-99,959
| -6% | -$2.62M | 0.04% | 349 |
|
|
2018
Q3 | $39.4M | Sell |
1,635,175
-521,487
| -24% | -$12.4M | 0.03% | 429 |
|
|
2018
Q2 | $47.1M | Sell |
2,156,662
-1,045,589
| -33% | -$21.3M | 0.04% | 365 |
|
|
2018
Q1 | $52.4M | Buy |
3,202,251
+573,152
| +22% | +$9.01M | 0.05% | 345 |
|
|
2017
Q4 | $35.9M | Buy |
2,629,099
+2,624,269
| +54,333% | +$37.2M | 0.03% | 438 |
|
|
2017
Q3 | $77K | Hold |
4,830
| – | – | ﹤0.01% | 3077 |
|
|
2017
Q2 | $84K | Buy |
4,830
+2,010
| +71% | +$32.9K | ﹤0.01% | 3046 |
|
|
2017
Q1 | $45K | Buy |
2,820
+2,462
| +688% | +$41.9K | ﹤0.01% | 3114 |
|
|
2016
Q4 | $7K | Sell |
358
-71,841
| -100% | -$1.19M | ﹤0.01% | 3678 |
|
|
2016
Q3 | $1.21M | Sell |
72,199
-9,642
| -12% | -$161K | ﹤0.01% | 1738 |
|
|
2016
Q2 | $1.27M | Buy |
+81,841
| New | +$1.18M | ﹤0.01% | 1725 |
|
|
2015
Q3 | – | Sell |
-10,000
| Closed | -$212K | – | 4024 |
|
|
2015
Q2 | $212K | Hold |
10,000
| – | – | ﹤0.01% | 2389 |
|
|
2015
Q1 | $219K | Hold |
10,000
| – | – | ﹤0.01% | 2319 |
|
|
2014
Q4 | $221K | Hold |
10,000
| – | – | ﹤0.01% | 2435 |
|
|
2014
Q3 | $223K | Sell |
10,000
-740
| -7% | -$16.9K | ﹤0.01% | 2480 |
|
|
2014
Q2 | $260K | Buy |
10,740
+740
| +7% | +$17.6K | ﹤0.01% | 2408 |
|
|
2014
Q1 | $247K | Hold |
10,000
| – | – | ﹤0.01% | 2415 |
|
|
2013
Q4 | $247K | Sell |
10,000
-2,000
| -17% | -$45.1K | ﹤0.01% | 2153 |
|
|
2013
Q3 | $267K | Buy |
+12,000
| New | +$286K | ﹤0.01% | 2105 |
|
Other funds holding EVTC
Bank of Montreal's EVTC Position: Q4 2025 in Review
Bank of Montreal sold out of Evertec (EVTC) in Q4 2025, closing a stake of 7,385 shares — an estimated $249K sold.
Bank of Montreal first reported a position in EVTC in Q3 2013 and held it in 46 quarters. The position peaked at $52.4M in Q1 2018. 267 funds tracked by Wall St. Rank hold EVTC as of Q4 2025.
- Bank of Montreal reported no remaining Evertec position as of Q4 2025 after selling out during the quarter.
- Bank of Montreal sold 7,385 Evertec shares in Q4 2025, an estimated $249K.
- Bank of Montreal first reported a position in Evertec in Q3 2013 and held it in 46 quarters.
- Bank of Montreal's Evertec position peaked at $52.4M in Q1 2018.
- 267 funds tracked by Wall St. Rank held Evertec as of Q4 2025.
Based on Bank of Montreal's 13F filing for Q4 2025, filed 12 Feb 2026.