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Bruce G. Allen Investments’s Evertec EVTC Stock Holding History

Bruce G. Allen Investments’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 		$444 Hold
16
– – ﹤0.01% 957
2026
Q1 		$452 Hold
16
– – ﹤0.01% 985
2025
Q4 		$465 Hold
16
– – ﹤0.01% 980
2025
Q3 		$540 Buy
16
+5
+45% +$174 ﹤0.01% 955
2025
Q2 		$397 Buy
+11
New +$390 ﹤0.01% 994

Other funds holding EVTC

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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

Bruce G. Allen Investments's EVTC Position: Q2 2026 in Review

Bruce G. Allen Investments held its Evertec (EVTC) position steady in Q2 2026 at 16 shares worth $444. The position accounts for ﹤0.01% of the portfolio, ranked #957.

Bruce G. Allen Investments first reported a position in EVTC in Q2 2025 and has held it in 5 quarters since. The position peaked at $540 in Q3 2025. 253 funds tracked by Wall St. Rank hold EVTC as of Q2 2026.

  • Bruce G. Allen Investments held 16 shares of Evertec worth $444 as of Q2 2026.
  • Bruce G. Allen Investments left its Evertec share count unchanged in Q2 2026.
  • Evertec made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #957 holding.
  • Bruce G. Allen Investments first reported a position in Evertec in Q2 2025 and has held it in 5 quarters since.
  • Bruce G. Allen Investments's Evertec position peaked at $540 in Q3 2025.
  • 253 funds tracked by Wall St. Rank held Evertec as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.