IEQ Capital
EVTC icon

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
Q3 		$1.08M Buy
40,208
+9,752
+32% +$289K ﹤0.01% 1048
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Heartland Advisors
Heartland Advisors Milwaukee, Wisconsin $2.08B AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Panagora Asset Management
Panagora Asset Management Boston, Massachusetts $33.2B AUM 43.67% 1-Year Est. Return

IEQ Capital's EVTC Position: Q3 2026 in Review

IEQ Capital increased its Evertec (EVTC) stake by 32% in Q3 2026, buying an estimated $289K and bringing the position to 40,208 shares worth $1.08M. The position accounts for ﹤0.01% of the portfolio, ranked #1048.

IEQ Capital first reported a position in EVTC in Q1 2026 and has held it in 3 quarters since. 169 funds tracked by Wall St. Rank hold EVTC as of Q3 2026.

  • IEQ Capital held 40,208 shares of Evertec worth $1.08M as of Q3 2026.
  • IEQ Capital bought 9,752 Evertec shares in Q3 2026, an estimated $289K.
  • Evertec made up ﹤0.01% of IEQ Capital's portfolio in Q3 2026, its #1048 holding.
  • IEQ Capital first reported a position in Evertec in Q1 2026 and has held it in 3 quarters since.
  • 169 funds tracked by Wall St. Rank held Evertec as of Q3 2026.

Based on IEQ Capital's 13F filing for Q3 2026, filed 10 Nov 2026.