FMI
EVTC icon

F/M Investments’s Evertec EVTC Stock Holding History

F/M Investments’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
-98,420
Closed -$2.86M – 370
2025
Q4 		$2.86M Sell
98,420
-2,649
-3% -$78.7K 0.11% 202
2025
Q3 		$3.41M Sell
101,069
-707
-0.7% -$24.6K 0.13% 176
2025
Q2 		$3.67M Buy
101,776
+31,605
+45% +$1.12M 0.13% 168
2025
Q1 		$2.58M Sell
70,171
-1,048
-1% -$36.2K 0.1% 197
2024
Q4 		$2.46M Sell
71,219
-121,054
-63% -$4.15M 0.09% 204
2024
Q3 		$6.52M Buy
192,273
+21,680
+13% +$723K 0.2% 153
2024
Q2 		$5.67M Buy
+170,593
New +$6.17M 0.2% 153

Other funds holding EVTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

F/M Investments's EVTC Position: Q1 2026 in Review

F/M Investments sold out of Evertec (EVTC) in Q1 2026, closing a stake of 98,420 shares — an estimated $2.86M sold.

F/M Investments first reported a position in EVTC in Q2 2024 and held it in 7 quarters. The position peaked at $6.52M in Q3 2024. 261 funds tracked by Wall St. Rank hold EVTC as of Q1 2026.

  • F/M Investments reported no remaining Evertec position as of Q1 2026 after selling out during the quarter.
  • F/M Investments sold 98,420 Evertec shares in Q1 2026, an estimated $2.86M.
  • F/M Investments first reported a position in Evertec in Q2 2024 and held it in 7 quarters.
  • F/M Investments's Evertec position peaked at $6.52M in Q3 2024.
  • 261 funds tracked by Wall St. Rank held Evertec as of Q1 2026.

Based on F/M Investments's 13F filing for Q1 2026, filed 11 May 2026.