Bank of Montreal
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Bank of Montreal’s Evertec EVTC Stock Holding History

Bank of Montreal’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
2023
Q2 		– Sell
-35,000
Closed -$1.18M – 4062
2023
Q1 		$1.18M Buy
35,000
+10,000
+40% +$351K ﹤0.01% 1953
2022
Q4 		$810K Buy
+25,000
New +$821K ﹤0.01% 2317

Other funds holding EVTC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $194B AUM 35% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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.