Franklin Resources’s Evertec EVTC Stock Holding History

Franklin Resources’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	-7,336	Closed	-$213K	–	3204
2025 Q4	$213K	Sell	7,336 -17,782	-71%	-$528K	﹤0.01%	2766
2025 Q3	$848K	Buy	+25,118	New	+$876K	﹤0.01%	2194
2024 Q1	–	Sell	-34,539	Closed	-$1.41M	–	2905
2023 Q4	$1.41M	Sell	34,539 -365	-1%	-$13.4K	﹤0.01%	1513
2023 Q3	$1.3M	Buy	34,904 +24,544	+237%	+$956K	﹤0.01%	1527
2023 Q2	$382K	Buy	+10,360	New	+$359K	﹤0.01%	2101
2014 Q4	–	Sell	-259,077	Closed	-$5.79M	–	1584
2014 Q3	$5.79M	Sell	259,077 -45,919	-15%	-$1.05M	﹤0.01%	1155
2014 Q2	$7.39M	Sell	304,996 -43,005	-12%	-$1.03M	﹤0.01%	1105
2014 Q1	$8.6M	Buy	348,001 +313	+0.1%	+$7.74K	﹤0.01%	1064
2013 Q4	$8.57M	Buy	347,688 +51,016	+17%	+$1.15M	﹤0.01%	1023
2013 Q3	$6.59M	Buy	296,672 +56,992	+24%	+$1.36M	﹤0.01%	1067
2013 Q2	$5.27M	Buy	+239,680	New	+$4.9M	﹤0.01%	1076

Other funds holding EVTC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources's EVTC Position: Q1 2026 in Review

Franklin Resources sold out of Evertec (EVTC) in Q1 2026, closing a stake of 7,336 shares — an estimated $213K sold.

Franklin Resources first reported a position in EVTC in Q2 2013 and held it in 11 quarters. The position peaked at $8.6M in Q1 2014. 261 funds tracked by Wall St. Rank hold EVTC as of Q1 2026.

Franklin Resources reported no remaining Evertec position as of Q1 2026 after selling out during the quarter.
Franklin Resources sold 7,336 Evertec shares in Q1 2026, an estimated $213K.
Franklin Resources first reported a position in Evertec in Q2 2013 and held it in 11 quarters.
Franklin Resources's Evertec position peaked at $8.6M in Q1 2014.
261 funds tracked by Wall St. Rank held Evertec as of Q1 2026.

Based on Franklin Resources's 13F filing for Q1 2026, filed 13 May 2026.