IEQ Capital’s Evertec EVTC Stock Holding History

IEQ Capital’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	$846K	Buy	30,456 +13,365	+78%	+$355K	﹤0.01%	1181
2026 Q1	$482K	Buy	+17,091	New	+$485K	﹤0.01%	1325

Other funds holding EVTC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

IEQ Capital's EVTC Position: Q2 2026 in Review

IEQ Capital increased its Evertec (EVTC) stake by 78% in Q2 2026, buying an estimated $355K and bringing the position to 30,456 shares worth $846K. The position accounts for ﹤0.01% of the portfolio, ranked #1181.

IEQ Capital first reported a position in EVTC in Q1 2026 and has held it in 2 quarters since. 254 funds tracked by Wall St. Rank hold EVTC as of Q2 2026.

IEQ Capital held 30,456 shares of Evertec worth $846K as of Q2 2026.
IEQ Capital bought 13,365 Evertec shares in Q2 2026, an estimated $355K.
Evertec made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1181 holding.
IEQ Capital first reported a position in Evertec in Q1 2026 and has held it in 2 quarters since.
254 funds tracked by Wall St. Rank held Evertec as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.