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Bare Financial Services’s Evertec EVTC Stock Holding History

Bare Financial 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 		$12.4K Buy
447
+410
+1,108% +$10.9K ﹤0.01% 499
2026
Q1 		$1.04K Buy
+37
New +$1.05K ﹤0.01% 1230
2025
Q4 		– Sell
-54
Closed -$1.82K – 1596
2025
Q3 		$1.82K Sell
54
-90
-63% -$3.14K ﹤0.01% 834
2025
Q2 		$5.19K Buy
144
+89
+162% +$3.15K ﹤0.01% 455
2025
Q1 		$2.02K Buy
+55
New +$1.9K ﹤0.01% 265

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

Bare Financial Services's EVTC Position: Q2 2026 in Review

Bare Financial Services increased its Evertec (EVTC) stake by 1,108% in Q2 2026, buying an estimated $10.9K and bringing the position to 447 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #499.

Bare Financial Services first reported a position in EVTC in Q1 2025 and has held it in 5 quarters since. 254 funds tracked by Wall St. Rank hold EVTC as of Q2 2026.

  • Bare Financial Services held 447 shares of Evertec worth $12.4K as of Q2 2026.
  • Bare Financial Services bought 410 Evertec shares in Q2 2026, an estimated $10.9K.
  • Evertec made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #499 holding.
  • Bare Financial Services first reported a position in Evertec in Q1 2025 and has held it in 5 quarters since.
  • 254 funds tracked by Wall St. Rank held Evertec as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.