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InceptionR’s Evertec EVTC Stock Holding History

InceptionR’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
-11,823
Closed -$426K – 760
2025
Q2 		$426K Buy
11,823
+3,800
+47% +$135K 0.1% 359
2025
Q1 		$295K Buy
+8,023
New +$277K 0.09% 385
2023
Q2 		– Sell
-14,448
Closed -$488K – 479
2023
Q1 		$488K Buy
+14,448
New +$508K 0.16% 247

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 $8.99B AUM 12.83% 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

InceptionR's EVTC Position: Q3 2025 in Review

InceptionR sold out of Evertec (EVTC) in Q3 2025, closing a stake of 11,823 shares — an estimated $426K sold.

InceptionR first reported a position in EVTC in Q1 2023 and held it in 3 quarters. The position peaked at $488K in Q1 2023. 270 funds tracked by Wall St. Rank hold EVTC as of Q3 2025.

  • InceptionR reported no remaining Evertec position as of Q3 2025 after selling out during the quarter.
  • InceptionR sold 11,823 Evertec shares in Q3 2025, an estimated $426K.
  • InceptionR first reported a position in Evertec in Q1 2023 and held it in 3 quarters.
  • InceptionR's Evertec position peaked at $488K in Q1 2023.
  • 270 funds tracked by Wall St. Rank held Evertec as of Q3 2025.

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