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CX Institutional’s Evertec EVTC Stock Holding History

CX Institutional’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 		$5K Sell
172
-209,692
-100% -$5.57M ﹤0.01% 1366
2026
Q1 		$5.92M Buy
+209,864
New +$5.96M 0.18% 137
2023
Q1 		– Sell
-31,307
Closed -$1.01M – 504
2022
Q4 		$1.01M Buy
+31,307
New +$1.03M 0.06% 275

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

CX Institutional's EVTC Position: Q2 2026 in Review

CX Institutional reduced its Evertec (EVTC) stake by 100% in Q2 2026, selling an estimated $5.57M and leaving 172 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1366.

CX Institutional first reported a position in EVTC in Q4 2022 and has held it in 3 quarters since. The position peaked at $5.92M in Q1 2026. 252 funds tracked by Wall St. Rank hold EVTC as of Q2 2026.

  • CX Institutional held 172 shares of Evertec worth $5K as of Q2 2026.
  • CX Institutional sold 209,692 Evertec shares in Q2 2026, an estimated $5.57M.
  • Evertec made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1366 holding.
  • CX Institutional first reported a position in Evertec in Q4 2022 and has held it in 3 quarters since.
  • CX Institutional's Evertec position peaked at $5.92M in Q1 2026.
  • 252 funds tracked by Wall St. Rank held Evertec as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.