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Continuum Advisory’s Evertec EVTC Stock Holding History

Continuum Advisory’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 		– Sell
-53
Closed -$1.95K – 762
2025
Q1 		$1.95K Buy
53
+2
+4% +$69 ﹤0.01% 1355
2024
Q4 		$1.76K Hold
51
– – ﹤0.01% 1458
2024
Q3 		$1.76K Buy
51
+36
+240% +$1.2K ﹤0.01% 1484
2024
Q2 		$499 Hold
15
– – ﹤0.01% 1599
2024
Q1 		$562 Buy
+15
New +$592 ﹤0.01% 1586

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

Continuum Advisory's EVTC Position: Q2 2025 in Review

Continuum Advisory sold out of Evertec (EVTC) in Q2 2025, closing a stake of 53 shares — an estimated $1.95K sold.

Continuum Advisory first reported a position in EVTC in Q1 2024 and held it in 5 quarters. The position peaked at $1.95K in Q1 2025. 266 funds tracked by Wall St. Rank hold EVTC as of Q2 2025.

  • Continuum Advisory reported no remaining Evertec position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 53 Evertec shares in Q2 2025, an estimated $1.95K.
  • Continuum Advisory first reported a position in Evertec in Q1 2024 and held it in 5 quarters.
  • Continuum Advisory's Evertec position peaked at $1.95K in Q1 2025.
  • 266 funds tracked by Wall St. Rank held Evertec as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.