CFO
EVTC icon

Callan Family Office’s Evertec EVTC Stock Holding History

Callan Family Office’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 		$269K Sell
9,691
-2,067
-18% -$54.9K 0.01% 1045
2026
Q1 		$332K Buy
+11,758
New +$334K 0.01% 897
2025
Q3 		– Sell
-11,364
Closed -$410K – 887
2025
Q2 		$410K Buy
+11,364
New +$403K 0.01% 669

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

Callan Family Office's EVTC Position: Q2 2026 in Review

Callan Family Office reduced its Evertec (EVTC) stake by 18% in Q2 2026, selling an estimated $54.9K and leaving 9,691 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #1045.

Callan Family Office first reported a position in EVTC in Q2 2025 and has held it in 3 quarters since. The position peaked at $410K in Q2 2025. 253 funds tracked by Wall St. Rank hold EVTC as of Q2 2026.

  • Callan Family Office held 9,691 shares of Evertec worth $269K as of Q2 2026.
  • Callan Family Office sold 2,067 Evertec shares in Q2 2026, an estimated $54.9K.
  • Evertec made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #1045 holding.
  • Callan Family Office first reported a position in Evertec in Q2 2025 and has held it in 3 quarters since.
  • Callan Family Office's Evertec position peaked at $410K in Q2 2025.
  • 253 funds tracked by Wall St. Rank held Evertec as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.