Cerity Partners
EVTC icon

Cerity Partners’s Evertec EVTC Stock Holding History

Cerity Partners’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 		$328K Buy
11,792
+3,452
+41% +$91.7K ﹤0.01% 2734
2026
Q1 		$235K Buy
+8,340
New +$237K ﹤0.01% 2776

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

Cerity Partners's EVTC Position: Q2 2026 in Review

Cerity Partners increased its Evertec (EVTC) stake by 41% in Q2 2026, buying an estimated $91.7K and bringing the position to 11,792 shares worth $328K. The position accounts for ﹤0.01% of the portfolio, ranked #2734.

Cerity Partners first reported a position in EVTC in Q1 2026 and has held it in 2 quarters since. 253 funds tracked by Wall St. Rank hold EVTC as of Q2 2026.

  • Cerity Partners held 11,792 shares of Evertec worth $328K as of Q2 2026.
  • Cerity Partners bought 3,452 Evertec shares in Q2 2026, an estimated $91.7K.
  • Evertec made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2734 holding.
  • Cerity Partners first reported a position in Evertec in Q1 2026 and has held it in 2 quarters since.
  • 253 funds tracked by Wall St. Rank held Evertec as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.