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
Q2 		$2.37M Buy
85,420
+31,676
+59% +$842K ﹤0.01% 1949
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 $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

Creative Planning's EVTC Position: Q2 2026 in Review

Creative Planning increased its Evertec (EVTC) stake by 59% in Q2 2026, buying an estimated $842K and bringing the position to 85,420 shares worth $2.37M. The position accounts for ﹤0.01% of the portfolio, ranked #1949.

Creative Planning first reported a position in EVTC in Q4 2015 and has held it in 10 quarters since. 254 funds tracked by Wall St. Rank hold EVTC as of Q2 2026.

  • Creative Planning held 85,420 shares of Evertec worth $2.37M as of Q2 2026.
  • Creative Planning bought 31,676 Evertec shares in Q2 2026, an estimated $842K.
  • Evertec made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1949 holding.
  • Creative Planning first reported a position in Evertec in Q4 2015 and has held it in 10 quarters since.
  • 254 funds tracked by Wall St. Rank held Evertec as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.