HSBC Holdings
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HSBC Holdings’s Evertec EVTC Stock Holding History

HSBC Holdings’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
2025
Q3 		– Sell
-14,866
Closed -$535K – 2826
2025
Q2 		$535K Buy
14,866
+2,159
+17% +$76.5K ﹤0.01% 2119
2025
Q1 		$465K Buy
12,707
+3,330
+36% +$115K ﹤0.01% 2119
2024
Q4 		$324K Sell
9,377
-137
-1% -$4.7K ﹤0.01% 2449
2024
Q3 		$324K Buy
9,514
+299
+3% +$9.96K ﹤0.01% 2286
2024
Q2 		$308K Sell
9,215
-627
-6% -$22.7K ﹤0.01% 2260
2024
Q1 		$393K Buy
+9,842
New +$388K ﹤0.01% 2236
2023
Q2 		– Sell
-11,580
Closed -$388K – 2622
2023
Q1 		$388K Sell
11,580
-4,092
-26% -$144K ﹤0.01% 2134
2022
Q4 		$503K Buy
15,672
+3,135
+25% +$103K ﹤0.01% 2281
2022
Q3 		$394K Sell
12,537
-3,306
-21% -$116K ﹤0.01% 2280
2022
Q2 		$583K Sell
15,843
-1,820
-10% -$69.5K ﹤0.01% 2240
2022
Q1 		$733K Buy
17,663
+6,814
+63% +$292K ﹤0.01% 2150
2021
Q4 		$541K Buy
10,849
+3,034
+39% +$140K ﹤0.01% 2412
2021
Q3 		$362K Sell
7,815
-896
-10% -$40.4K ﹤0.01% 2443
2021
Q2 		$378K Buy
+8,711
New +$368K ﹤0.01% 2372
2021
Q1 		– Sell
-29,833
Closed -$1.18M – 2849
2020
Q4 		$1.18M Buy
29,833
+5,462
+22% +$203K ﹤0.01% 1595
2020
Q3 		$846K Buy
+24,371
New +$784K ﹤0.01% 1628
2020
Q1 		– Sell
-9,582
Closed -$326K – 2789
2019
Q4 		$326K Sell
9,582
-1,823
-16% -$57.7K ﹤0.01% 2488
2019
Q3 		$356K Sell
11,405
-61,211
-84% -$2.05M ﹤0.01% 2523
2019
Q2 		$2.37M Sell
72,616
-119,402
-62% -$3.51M ﹤0.01% 1460
2019
Q1 		$5.34M Buy
192,018
+55,694
+41% +$1.57M 0.01% 1089
2018
Q4 		$3.91M Buy
+136,324
New +$3.57M 0.01% 1206
2017
Q1 		– Sell
-10,947
Closed -$194K – 2248
2016
Q4 		$194K Buy
+10,947
New +$181K ﹤0.01% 2529

Other funds holding EVTC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

HSBC Holdings's EVTC Position: Q3 2025 in Review

HSBC Holdings sold out of Evertec (EVTC) in Q3 2025, closing a stake of 14,866 shares — an estimated $535K sold.

HSBC Holdings first reported a position in EVTC in Q4 2016 and held it in 22 quarters. The position peaked at $5.34M in Q1 2019. 270 funds tracked by Wall St. Rank hold EVTC as of Q3 2025.

  • HSBC Holdings reported no remaining Evertec position as of Q3 2025 after selling out during the quarter.
  • HSBC Holdings sold 14,866 Evertec shares in Q3 2025, an estimated $535K.
  • HSBC Holdings first reported a position in Evertec in Q4 2016 and held it in 22 quarters.
  • HSBC Holdings's Evertec position peaked at $5.34M in Q1 2019.
  • 270 funds tracked by Wall St. Rank held Evertec as of Q3 2025.

Based on HSBC Holdings's 13F filing for Q3 2025, filed 13 Nov 2025.