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Clearstead Trust’s Evertec EVTC Stock Holding History

Clearstead Trust’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
Q4 		– Sell
-43
Closed -$1.45K – 1179
2025
Q3 		$1.45K Hold
43
– – ﹤0.01% 1098
2025
Q2 		$1.55K Buy
+43
New +$1.52K ﹤0.01% 1019

Other funds holding EVTC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $226B AUM 44.75% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Clearstead Trust's EVTC Position: Q4 2025 in Review

Clearstead Trust sold out of Evertec (EVTC) in Q4 2025, closing a stake of 43 shares — an estimated $1.45K sold.

Clearstead Trust first reported a position in EVTC in Q2 2025 and held it in 2 quarters. The position peaked at $1.55K in Q2 2025. 267 funds tracked by Wall St. Rank hold EVTC as of Q4 2025.

  • Clearstead Trust reported no remaining Evertec position as of Q4 2025 after selling out during the quarter.
  • Clearstead Trust sold 43 Evertec shares in Q4 2025, an estimated $1.45K.
  • Clearstead Trust first reported a position in Evertec in Q2 2025 and held it in 2 quarters.
  • Clearstead Trust's Evertec position peaked at $1.55K in Q2 2025.
  • 267 funds tracked by Wall St. Rank held Evertec as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.