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Bridgewater Associates’s Evertec EVTC Stock Holding History

Bridgewater Associates’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 		$2.32M Buy
83,418
+52,100
+166% +$1.38M 0.01% 675
2026
Q1 		$884K Buy
+31,318
New +$890K ﹤0.01% 810
2025
Q2 		– Sell
-6,063
Closed -$223K – 629
2025
Q1 		$223K Sell
6,063
-396
-6% -$13.7K ﹤0.01% 637
2024
Q4 		$223K Sell
6,459
-61,410
-90% -$2.11M ﹤0.01% 667
2024
Q3 		$2.3M Sell
67,869
-1,147
-2% -$38.2K 0.01% 488
2024
Q2 		$2.29M Sell
69,016
-14,872
-18% -$537K 0.01% 506
2024
Q1 		$3.35M Buy
83,888
+377
+0.5% +$14.9K 0.02% 427
2023
Q4 		$3.42M Sell
83,511
-14,418
-15% -$530K 0.02% 430
2023
Q3 		$3.64M Buy
+97,929
New +$3.82M 0.02% 404

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 $3.38T AUM 44.17% 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

Bridgewater Associates's EVTC Position: Q2 2026 in Review

Bridgewater Associates increased its Evertec (EVTC) stake by 166% in Q2 2026, buying an estimated $1.38M and bringing the position to 83,418 shares worth $2.32M. The position accounts for 0.01% of the portfolio, ranked #675.

Bridgewater Associates first reported a position in EVTC in Q3 2023 and has held it in 9 quarters since. The position peaked at $3.64M in Q3 2023. 253 funds tracked by Wall St. Rank hold EVTC as of Q2 2026.

  • Bridgewater Associates held 83,418 shares of Evertec worth $2.32M as of Q2 2026.
  • Bridgewater Associates bought 52,100 Evertec shares in Q2 2026, an estimated $1.38M.
  • Evertec made up 0.01% of Bridgewater Associates's portfolio in Q2 2026, its #675 holding.
  • Bridgewater Associates first reported a position in Evertec in Q3 2023 and has held it in 9 quarters since.
  • Bridgewater Associates's Evertec position peaked at $3.64M in Q3 2023.
  • 253 funds tracked by Wall St. Rank held Evertec as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.