Everence Capital Management’s Evertec EVTC Stock Holding History

Everence Capital Management’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 Q1	–	Sell	-7,140	Closed	-$208K	–	829
2025 Q4	$208K	Hold	7,140	–	–	0.01%	736
2025 Q3	$241K	Hold	7,140	–	–	0.01%	698
2025 Q2	$257K	Hold	7,140	–	–	0.02%	646
2025 Q1	$263K	Hold	7,140	–	–	0.02%	622
2024 Q4	$247K	Sell	7,140 -3,670	-34%	-$126K	0.02%	676
2024 Q3	$366K	Hold	10,810	–	–	0.02%	520
2024 Q2	$406K	Hold	10,810	–	–	0.03%	452
2024 Q1	$431K	Hold	10,810	–	–	0.03%	457
2023 Q4	$443K	Hold	10,810	–	–	0.03%	432
2023 Q3	$402K	Hold	10,810	–	–	0.03%	451
2023 Q2	$373K	Hold	10,810	–	–	0.03%	443
2023 Q1	$365K	Hold	10,810	–	–	0.03%	464
2022 Q4	$350K	Hold	10,810	–	–	0.03%	481
2022 Q3	$339K	Hold	10,810	–	–	0.03%	477
2022 Q2	$399K	Hold	10,810	–	–	0.04%	424
2022 Q1	$442K	Hold	10,810	–	–	0.03%	443
2021 Q4	$540K	Hold	10,810	–	–	0.04%	391
2021 Q3	$494K	Hold	10,810	–	–	0.04%	407
2021 Q2	$472K	Hold	10,810	–	–	0.04%	408
2021 Q1	$402K	Hold	10,810	–	–	0.04%	445
2020 Q4	$425K	Hold	10,810	–	–	0.04%	386
2020 Q3	$375K	Hold	10,810	–	–	0.04%	390
2020 Q2	$315K	Hold	10,810	–	–	0.04%	436
2020 Q1	$246K	Hold	10,810	–	–	0.03%	443
2019 Q4	$368K	Hold	10,810	–	–	0.05%	404
2019 Q3	$337K	Hold	10,810	–	–	0.05%	391
2019 Q2	$353K	Hold	10,810	–	–	0.06%	374
2019 Q1	$301K	Buy	+10,810	New	+$306K	0.05%	408

Other funds holding EVTC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Everence Capital Management's EVTC Position: Q1 2026 in Review

Everence Capital Management sold out of Evertec (EVTC) in Q1 2026, closing a stake of 7,140 shares — an estimated $208K sold.

Everence Capital Management first reported a position in EVTC in Q1 2019 and held it in 28 quarters. The position peaked at $540K in Q4 2021. 261 funds tracked by Wall St. Rank hold EVTC as of Q1 2026.

Everence Capital Management reported no remaining Evertec position as of Q1 2026 after selling out during the quarter.
Everence Capital Management sold 7,140 Evertec shares in Q1 2026, an estimated $208K.
Everence Capital Management first reported a position in Evertec in Q1 2019 and held it in 28 quarters.
Everence Capital Management's Evertec position peaked at $540K in Q4 2021.
261 funds tracked by Wall St. Rank held Evertec as of Q1 2026.

Based on Everence Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.