Cetera Investment Advisers
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Cetera Investment Advisers’s Evertec EVTC Stock Holding History

Cetera Investment Advisers’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 		$364K Buy
13,111
+33
+0.3% +$877 ﹤0.01% 3988
2026
Q1 		$369K Buy
13,078
+765
+6% +$21.7K ﹤0.01% 3800
2025
Q4 		$358K Buy
12,313
+433
+4% +$12.9K ﹤0.01% 3731
2025
Q3 		$401K Buy
11,880
+983
+9% +$34.3K ﹤0.01% 3558
2025
Q2 		$393K Sell
10,897
-626
-5% -$22.2K ﹤0.01% 3152
2025
Q1 		$424K Buy
11,523
+878
+8% +$30.3K ﹤0.01% 2979
2024
Q4 		$368K Buy
10,645
+690
+7% +$23.7K ﹤0.01% 2941
2024
Q3 		$337K Sell
9,955
-1,997
-17% -$66.6K ﹤0.01% 2969
2024
Q2 		$397K Sell
11,952
-1,788
-13% -$64.6K ﹤0.01% 2771
2024
Q1 		$548K Buy
+13,740
New +$542K ﹤0.01% 2526

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

Cetera Investment Advisers's EVTC Position: Q2 2026 in Review

Cetera Investment Advisers increased its Evertec (EVTC) stake by 0.25% in Q2 2026, buying an estimated $877 and bringing the position to 13,111 shares worth $364K. The position accounts for ﹤0.01% of the portfolio, ranked #3988.

Cetera Investment Advisers first reported a position in EVTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $548K in Q1 2024. 253 funds tracked by Wall St. Rank hold EVTC as of Q2 2026.

  • Cetera Investment Advisers held 13,111 shares of Evertec worth $364K as of Q2 2026.
  • Cetera Investment Advisers bought 33 Evertec shares in Q2 2026, an estimated $877.
  • Evertec made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3988 holding.
  • Cetera Investment Advisers first reported a position in Evertec in Q1 2024 and has held it in 10 quarters since.
  • Cetera Investment Advisers's Evertec position peaked at $548K in Q1 2024.
  • 253 funds tracked by Wall St. Rank held Evertec as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.