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Freestone Grove Partners’s Evertec EVTC Stock Holding History

Freestone Grove 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 		$1.34M Buy
48,232
+34,676
+256% +$922K 0.01% 488
2026
Q1 		$383K Buy
+13,556
New +$385K ﹤0.01% 647
2025
Q4 		– Sell
-8,535
Closed -$288K – 790
2025
Q3 		$288K Buy
+8,535
New +$298K ﹤0.01% 614
2025
Q1 		– Sell
-16,372
Closed -$565K – 651
2024
Q4 		$565K Buy
+16,372
New +$562K 0.01% 363

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

Freestone Grove Partners's EVTC Position: Q2 2026 in Review

Freestone Grove Partners increased its Evertec (EVTC) stake by 256% in Q2 2026, buying an estimated $922K and bringing the position to 48,232 shares worth $1.34M. The position accounts for 0.01% of the portfolio, ranked #488.

Freestone Grove Partners first reported a position in EVTC in Q4 2024 and has held it in 4 quarters since. 254 funds tracked by Wall St. Rank hold EVTC as of Q2 2026.

  • Freestone Grove Partners held 48,232 shares of Evertec worth $1.34M as of Q2 2026.
  • Freestone Grove Partners bought 34,676 Evertec shares in Q2 2026, an estimated $922K.
  • Evertec made up 0.01% of Freestone Grove Partners's portfolio in Q2 2026, its #488 holding.
  • Freestone Grove Partners first reported a position in Evertec in Q4 2024 and has held it in 4 quarters since.
  • 254 funds tracked by Wall St. Rank held Evertec as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.