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Clearstead Advisors’s Evertec EVTC Stock Holding History

Clearstead Advisors’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 		$3.64K Buy
+131
New +$3.48K ﹤0.01% 2274
2026
Q1 		– Sell
-1,240
Closed -$36.1K – 2443
2025
Q4 		$36.1K Buy
1,240
+819
+195% +$24.3K ﹤0.01% 1519
2025
Q3 		$14.2K Buy
421
+133
+46% +$4.64K ﹤0.01% 1790
2025
Q2 		$10.4K Buy
+288
New +$10.2K ﹤0.01% 1879
2022
Q2 		– Sell
-59
Closed -$2K – 1323
2022
Q1 		$2K Buy
+59
New +$2.53K ﹤0.01% 1200

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

Clearstead Advisors's EVTC Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Evertec (EVTC) in Q2 2026: 131 shares worth $3.64K. The stake represents ﹤0.01% of the portfolio and ranks #2274 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in EVTC as recently as Q4 2025.

Clearstead Advisors first reported a position in EVTC in Q1 2022 and has held it in 5 quarters since. The position peaked at $36.1K in Q4 2025. 254 funds tracked by Wall St. Rank hold EVTC as of Q2 2026.

  • Clearstead Advisors held 131 shares of Evertec worth $3.64K as of Q2 2026.
  • Evertec was a new Clearstead Advisors position in Q2 2026.
  • Evertec made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2274 holding.
  • Clearstead Advisors first reported a position in Evertec in Q1 2022 and has held it in 5 quarters since.
  • Clearstead Advisors's Evertec position peaked at $36.1K in Q4 2025.
  • 254 funds tracked by Wall St. Rank held Evertec as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.