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Crestwood Advisors Group’s Evertec EVTC Stock Holding History

Crestwood Advisors Group’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 		$338K Buy
12,157
+4,113
+51% +$109K 0.01% 633
2026
Q1 		$227K Hold
8,044
– – ﹤0.01% 689
2025
Q4 		$234K Hold
8,044
– – ﹤0.01% 611
2025
Q3 		$272K Hold
8,044
– – ﹤0.01% 487
2025
Q2 		$290K Buy
+8,044
New +$285K 0.01% 450

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

Crestwood Advisors Group's EVTC Position: Q2 2026 in Review

Crestwood Advisors Group increased its Evertec (EVTC) stake by 51% in Q2 2026, buying an estimated $109K and bringing the position to 12,157 shares worth $338K. The position accounts for 0.01% of the portfolio, ranked #633.

Crestwood Advisors Group first reported a position in EVTC in Q2 2025 and has held it in 5 quarters since. 254 funds tracked by Wall St. Rank hold EVTC as of Q2 2026.

  • Crestwood Advisors Group held 12,157 shares of Evertec worth $338K as of Q2 2026.
  • Crestwood Advisors Group bought 4,113 Evertec shares in Q2 2026, an estimated $109K.
  • Evertec made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #633 holding.
  • Crestwood Advisors Group first reported a position in Evertec in Q2 2025 and has held it in 5 quarters since.
  • 254 funds tracked by Wall St. Rank held Evertec as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.