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Blue Trust Inc’s Evertec EVTC Stock Holding History

Blue Trust Inc’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 		$67.6K Buy
2,433
+426
+21% +$11.3K ﹤0.01% 1215
2026
Q1 		$56.6K Buy
2,007
+1,049
+109% +$29.8K ﹤0.01% 1268
2025
Q4 		$27.9K Sell
958
-1,091
-53% -$32.4K ﹤0.01% 1569
2025
Q3 		$69.2K Buy
2,049
+91
+5% +$3.17K ﹤0.01% 1242
2025
Q2 		$70.6K Buy
1,958
+436
+29% +$15.5K ﹤0.01% 1209
2025
Q1 		$56K Buy
1,522
+429
+39% +$14.8K ﹤0.01% 1294
2024
Q4 		$37.7K Sell
1,093
-291
-21% -$9.98K ﹤0.01% 1432
2024
Q3 		$46K Buy
1,384
+58
+4% +$1.93K ﹤0.01% 1605
2024
Q2 		$52.9K Buy
1,326
+183
+16% +$6.61K ﹤0.01% 1229
2024
Q1 		$45.6K Sell
1,143
-11
-1% -$434 ﹤0.01% 948
2023
Q4 		$42K Buy
1,154
+154
+15% +$5.66K ﹤0.01% 1001
2023
Q3 		$37K Buy
1,000
+759
+315% +$29.6K ﹤0.01% 955
2023
Q2 		$9K Sell
241
-454
-65% -$15.7K ﹤0.01% 1333
2023
Q1 		$23K Buy
695
+129
+23% +$4.53K ﹤0.01% 1318
2022
Q4 		$18K Buy
566
+313
+124% +$10.3K ﹤0.01% 1323
2022
Q3 		$9K Sell
253
-3
-1% -$105 ﹤0.01% 1369
2022
Q2 		$10K Buy
+256
New +$9.78K ﹤0.01% 1200

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

Blue Trust Inc's EVTC Position: Q2 2026 in Review

Blue Trust Inc increased its Evertec (EVTC) stake by 21% in Q2 2026, buying an estimated $11.3K and bringing the position to 2,433 shares worth $67.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1215.

Blue Trust Inc first reported a position in EVTC in Q2 2022 and has held it in 17 quarters since. The position peaked at $70.6K in Q2 2025. 253 funds tracked by Wall St. Rank hold EVTC as of Q2 2026.

  • Blue Trust Inc held 2,433 shares of Evertec worth $67.6K as of Q2 2026.
  • Blue Trust Inc bought 426 Evertec shares in Q2 2026, an estimated $11.3K.
  • Evertec made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1215 holding.
  • Blue Trust Inc first reported a position in Evertec in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Evertec position peaked at $70.6K in Q2 2025.
  • 253 funds tracked by Wall St. Rank held Evertec as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.