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Essential Partners’s Evertec EVTC Stock Holding History

Essential 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 		$13.7K Buy
494
+56
+13% +$1.49K 0.01% 1068
2026
Q1 		$12.4K Buy
438
+369
+535% +$10.5K ﹤0.01% 1147
2025
Q4 		$2.01K Buy
69
+62
+886% +$1.84K ﹤0.01% 1795
2025
Q3 		$236 Buy
+7
New +$244 ﹤0.01% 2368

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 $3.38T AUM 44.17% 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

Essential Partners's EVTC Position: Q2 2026 in Review

Essential Partners increased its Evertec (EVTC) stake by 13% in Q2 2026, buying an estimated $1.49K and bringing the position to 494 shares worth $13.7K. The position accounts for 0.01% of the portfolio, ranked #1068.

Essential Partners 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.

  • Essential Partners held 494 shares of Evertec worth $13.7K as of Q2 2026.
  • Essential Partners bought 56 Evertec shares in Q2 2026, an estimated $1.49K.
  • Evertec made up 0.01% of Essential Partners's portfolio in Q2 2026, its #1068 holding.
  • Essential Partners 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 Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.