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BFC Planning, Inc.’s Evertec EVTC Stock Holding History

BFC Planning, Inc.’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 		$7.14K Hold
257
– – ﹤0.01% 2531
2026
Q1 		$7.25K Hold
257
– – ﹤0.01% 2162
2025
Q4 		$7.48K Hold
257
– – ﹤0.01% 2191
2025
Q3 		$8.68K Hold
257
– – ﹤0.01% 1987
2025
Q2 		$9.26K Hold
257
– – ﹤0.01% 1848
2025
Q1 		$9.45K Hold
257
– – ﹤0.01% 1793
2024
Q4 		$8.87K Buy
+257
New +$8.82K ﹤0.01% 1814

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State Street
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Fuller & Thaler Asset Management
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Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

BFC Planning, Inc.'s EVTC Position: Q2 2026 in Review

BFC Planning, Inc. held its Evertec (EVTC) position steady in Q2 2026 at 257 shares worth $7.14K. The position accounts for ﹤0.01% of the portfolio, ranked #2531.

BFC Planning, Inc. first reported a position in EVTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.45K in Q1 2025. 255 funds tracked by Wall St. Rank hold EVTC as of Q2 2026.

  • BFC Planning, Inc. held 257 shares of Evertec worth $7.14K as of Q2 2026.
  • BFC Planning, Inc. left its Evertec share count unchanged in Q2 2026.
  • Evertec made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2531 holding.
  • BFC Planning, Inc. first reported a position in Evertec in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Evertec position peaked at $9.45K in Q1 2025.
  • 255 funds tracked by Wall St. Rank held Evertec as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.