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Jefferies Financial Group’s Evertec EVTC Stock Holding History

Jefferies Financial Group’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 		– Sell
-7,713
Closed -$218K – 1768
2026
Q1 		$218K Buy
+7,713
New +$219K ﹤0.01% 1495
2025
Q2 		– Sell
-5,741
Closed -$211K – 1467
2025
Q1 		$211K Buy
+5,741
New +$198K ﹤0.01% 1365
2019
Q2 		– Sell
-34,217
Closed -$952K – 23
2019
Q1 		$952K Sell
34,217
-17,157
-33% -$485K 0.09% 38
2018
Q4 		$1.47M Sell
51,374
-6,208
-11% -$163K 0.17% 28
2018
Q3 		$1.39M Buy
+57,582
New +$1.37M 0.11% 67

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

Jefferies Financial Group's EVTC Position: Q2 2026 in Review

Jefferies Financial Group sold out of Evertec (EVTC) in Q2 2026, closing a stake of 7,713 shares — an estimated $218K sold.

Jefferies Financial Group first reported a position in EVTC in Q3 2018 and held it in 5 quarters. The position peaked at $1.47M in Q4 2018. 254 funds tracked by Wall St. Rank hold EVTC as of Q2 2026.

  • Jefferies Financial Group reported no remaining Evertec position as of Q2 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 7,713 Evertec shares in Q2 2026, an estimated $218K.
  • Jefferies Financial Group first reported a position in Evertec in Q3 2018 and held it in 5 quarters.
  • Jefferies Financial Group's Evertec position peaked at $1.47M in Q4 2018.
  • 254 funds tracked by Wall St. Rank held Evertec as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.