Creative Planning
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Creative Planning’s Evertec EVTC Stock Holding History

Creative Planning’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
Q1 		$1.52M Buy
53,744
+1,230
+2% +$34.9K ﹤0.01% 2127
2025
Q4 		$1.53M Sell
52,514
-721
-1% -$21.4K ﹤0.01% 1941
2025
Q3 		$1.8M Buy
53,235
+1,738
+3% +$60.6K ﹤0.01% 1631
2025
Q2 		$1.86M Buy
51,497
+6,646
+15% +$236K ﹤0.01% 1386
2025
Q1 		$1.65M Buy
44,851
+56
+0.1% +$1.93K ﹤0.01% 1331
2024
Q4 		$1.55M Buy
44,795
+214
+0.5% +$7.34K ﹤0.01% 1305
2024
Q3 		$1.51M Buy
+44,581
New +$1.49M ﹤0.01% 1235
2021
Q4 		– Sell
-28,412
Closed -$1.3M – 2128
2021
Q3 		$1.3M Buy
+28,412
New +$1.28M ﹤0.01% 833
2016
Q1 		– Sell
-100
Closed -$2K – 4378
2015
Q4 		$2K Buy
+100
New +$1.76K ﹤0.01% 4012

Other funds holding EVTC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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