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Diversified Trust’s Evertec EVTC Stock Holding History

Diversified Trust’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 		$859K Buy
30,931
+13,195
+74% +$351K 0.01% 563
2026
Q1 		$501K Buy
17,736
+9,876
+126% +$281K 0.01% 683
2025
Q4 		$229K Buy
7,860
+1,310
+20% +$38.9K ﹤0.01% 923
2025
Q3 		$221K Buy
+6,550
New +$228K ﹤0.01% 900

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

Diversified Trust's EVTC Position: Q2 2026 in Review

Diversified Trust increased its Evertec (EVTC) stake by 74% in Q2 2026, buying an estimated $351K and bringing the position to 30,931 shares worth $859K. The position accounts for 0.01% of the portfolio, ranked #563.

Diversified Trust first reported a position in EVTC in Q3 2025 and has held it in 4 quarters since. 253 funds tracked by Wall St. Rank hold EVTC as of Q2 2026.

  • Diversified Trust held 30,931 shares of Evertec worth $859K as of Q2 2026.
  • Diversified Trust bought 13,195 Evertec shares in Q2 2026, an estimated $351K.
  • Evertec made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #563 holding.
  • Diversified Trust first reported a position in Evertec in Q3 2025 and has held it in 4 quarters since.
  • 253 funds tracked by Wall St. Rank held Evertec as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.