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IFP Advisors’s Evertec EVTC Stock Holding History

IFP Advisors’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 		$195K Sell
7,031
-140
-2% -$3.72K ﹤0.01% 1536
2026
Q1 		$202K Sell
7,171
-739
-9% -$21K ﹤0.01% 1399
2025
Q4 		$230K Sell
7,910
-314
-4% -$9.33K 0.01% 1296
2025
Q3 		$278K Buy
8,224
+190
+2% +$6.63K 0.01% 1130
2025
Q2 		$294K Buy
8,034
+1,541
+24% +$54.6K 0.01% 1070
2025
Q1 		$239K Buy
+6,493
New +$224K 0.01% 1091
2024
Q4 		– Hold
0
– – – 3644
2023
Q1 		– Sell
-156
Closed -$21K – 3719
2022
Q4 		$21K Buy
156
+142
+1,014% +$4.67K ﹤0.01% 2844
2022
Q3 		$14K Buy
14
+1
+8% +$35 ﹤0.01% 3382
2022
Q2 		$14K Hold
13
– – ﹤0.01% 3137
2022
Q1 		$14K Buy
+13
New +$557 ﹤0.01% 3137
2020
Q1 		– Sell
-476
Closed -$14.6K – 2826
2019
Q4 		$5K Buy
476
+286
+151% +$9.06K ﹤0.01% 2166
2019
Q3 		$0 Buy
+190
New +$6.37K ﹤0.01% 3088
2018
Q3 		– Sell
-266
Closed -$6K – 3881
2018
Q2 		$6K Sell
266
-5,484
-95% -$112K ﹤0.01% 3156
2018
Q1 		$78K Hold
5,750
– – ﹤0.01% 1529
2017
Q4 		$78K Sell
5,750
-723
-11% -$10.2K ﹤0.01% 1542
2017
Q3 		$103K Buy
6,473
+253
+4% +$4.53K ﹤0.01% 1536
2017
Q2 		$108K Buy
+6,220
New +$102K ﹤0.01% 1489

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 $3.37T AUM 44.26% 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

IFP Advisors's EVTC Position: Q2 2026 in Review

IFP Advisors reduced its Evertec (EVTC) stake by 2% in Q2 2026, selling an estimated $3.72K and leaving 7,031 shares worth $195K. The position accounts for ﹤0.01% of the portfolio, ranked #1536.

IFP Advisors first reported a position in EVTC in Q2 2017 and has held it in 17 quarters since. The position peaked at $294K in Q2 2025. 253 funds tracked by Wall St. Rank hold EVTC as of Q2 2026.

  • IFP Advisors held 7,031 shares of Evertec worth $195K as of Q2 2026.
  • IFP Advisors sold 140 Evertec shares in Q2 2026, an estimated $3.72K.
  • Evertec made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1536 holding.
  • IFP Advisors first reported a position in Evertec in Q2 2017 and has held it in 17 quarters since.
  • IFP Advisors's Evertec position peaked at $294K in Q2 2025.
  • 253 funds tracked by Wall St. Rank held Evertec as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.