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Horizon Investments’s Evertec EVTC Stock Holding History

Horizon 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
Q2 		– Sell
-25,725
Closed -$724K – 1432
2026
Q1 		$724K Sell
25,725
-1,521
-6% -$43.2K 0.01% 762
2025
Q4 		$793K Buy
27,246
+2,956
+12% +$87.8K 0.01% 697
2025
Q3 		$819K Sell
24,290
-1,062
-4% -$37K 0.01% 675
2025
Q2 		$913K Buy
+25,352
New +$899K 0.01% 589

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 $3.38T AUM 44.17% 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

Horizon Investments's EVTC Position: Q2 2026 in Review

Horizon Investments sold out of Evertec (EVTC) in Q2 2026, closing a stake of 25,725 shares — an estimated $724K sold.

Horizon Investments first reported a position in EVTC in Q2 2025 and held it in 4 quarters. The position peaked at $913K in Q2 2025. 253 funds tracked by Wall St. Rank hold EVTC as of Q2 2026.

  • Horizon Investments reported no remaining Evertec position as of Q2 2026 after selling out during the quarter.
  • Horizon Investments sold 25,725 Evertec shares in Q2 2026, an estimated $724K.
  • Horizon Investments first reported a position in Evertec in Q2 2025 and held it in 4 quarters.
  • Horizon Investments's Evertec position peaked at $913K in Q2 2025.
  • 253 funds tracked by Wall St. Rank held Evertec as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.