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Edgestream Partners’s Evertec EVTC Stock Holding History

Edgestream Partners’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 		$767K Buy
+27,614
New +$734K 0.02% 717
2026
Q1 		– Sell
-24,577
Closed -$715K – 938
2025
Q4 		$715K Buy
24,577
+13,589
+124% +$404K 0.02% 751
2025
Q3 		$371K Buy
+10,988
New +$383K 0.01% 769
2024
Q4 		– Sell
-125,383
Closed -$4.25M – 926
2024
Q3 		$4.25M Sell
125,383
-119,534
-49% -$3.98M 0.19% 174
2024
Q2 		$8.14M Buy
+244,917
New +$8.85M 0.39% 30

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

Edgestream Partners's EVTC Position: Q2 2026 in Review

Edgestream Partners opened a new position in Evertec (EVTC) in Q2 2026: 27,614 shares worth $767K. The stake represents 0.02% of the portfolio and ranks #717 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in EVTC as recently as Q4 2025.

Edgestream Partners first reported a position in EVTC in Q2 2024 and has held it in 5 quarters since. The position peaked at $8.14M in Q2 2024. 253 funds tracked by Wall St. Rank hold EVTC as of Q2 2026.

  • Edgestream Partners held 27,614 shares of Evertec worth $767K as of Q2 2026.
  • Evertec was a new Edgestream Partners position in Q2 2026.
  • Evertec made up 0.02% of Edgestream Partners's portfolio in Q2 2026, its #717 holding.
  • Edgestream Partners first reported a position in Evertec in Q2 2024 and has held it in 5 quarters since.
  • Edgestream Partners's Evertec position peaked at $8.14M in Q2 2024.
  • 253 funds tracked by Wall St. Rank held Evertec as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.