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CIBC World Markets’s Evertec EVTC Stock Holding History

CIBC World Markets’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
2025
Q2 		$286K Sell
7,931
-6,203
-44% -$220K ﹤0.01% 1119
2025
Q1 		$520K Buy
14,134
+8,099
+134% +$280K ﹤0.01% 992
2024
Q4 		$208K Buy
+6,035
New +$207K ﹤0.01% 1108

Other funds holding EVTC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CIBC World Markets's EVTC Position: Q2 2025 in Review

CIBC World Markets reduced its Evertec (EVTC) stake by 44% in Q2 2025, selling an estimated $220K and leaving 7,931 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #1119.

CIBC World Markets first reported a position in EVTC in Q4 2024 and has held it in 3 quarters since. The position peaked at $520K in Q1 2025. 266 funds tracked by Wall St. Rank hold EVTC as of Q2 2025.

  • CIBC World Markets held 7,931 shares of Evertec worth $286K as of Q2 2025.
  • CIBC World Markets sold 6,203 Evertec shares in Q2 2025, an estimated $220K.
  • Evertec made up ﹤0.01% of CIBC World Markets's portfolio in Q2 2025, its #1119 holding.
  • CIBC World Markets first reported a position in Evertec in Q4 2024 and has held it in 3 quarters since.
  • CIBC World Markets's Evertec position peaked at $520K in Q1 2025.
  • 266 funds tracked by Wall St. Rank held Evertec as of Q2 2025.

Based on CIBC World Markets's 13F filing for Q2 2025, filed 14 Aug 2025.