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Dana Investment Advisors’s Evertec EVTC Stock Holding History

Dana Investment Advisors’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 		$5.91M Buy
212,922
+64,013
+43% +$1.7M 0.15% 167
2026
Q1 		$4.2M Buy
148,909
+22,612
+18% +$642K 0.13% 199
2025
Q4 		$3.67M Buy
126,297
+43,952
+53% +$1.31M 0.11% 211
2025
Q3 		$2.78M Buy
+82,345
New +$2.87M 0.08% 250

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

Dana Investment Advisors's EVTC Position: Q2 2026 in Review

Dana Investment Advisors increased its Evertec (EVTC) stake by 43% in Q2 2026, buying an estimated $1.7M and bringing the position to 212,922 shares worth $5.91M. The position accounts for 0.15% of the portfolio, ranked #167.

Dana Investment Advisors first reported a position in EVTC in Q3 2025 and has held it in 4 quarters since. 252 funds tracked by Wall St. Rank hold EVTC as of Q2 2026.

  • Dana Investment Advisors held 212,922 shares of Evertec worth $5.91M as of Q2 2026.
  • Dana Investment Advisors bought 64,013 Evertec shares in Q2 2026, an estimated $1.7M.
  • Evertec made up 0.15% of Dana Investment Advisors's portfolio in Q2 2026, its #167 holding.
  • Dana Investment Advisors first reported a position in Evertec in Q3 2025 and has held it in 4 quarters since.
  • 252 funds tracked by Wall St. Rank held Evertec as of Q2 2026.

Based on Dana Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.