JF
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Jump Financial’s Evertec EVTC Stock Holding History

Jump Financial’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
Q1 		$257K Buy
+9,100
New +$258K ﹤0.01% 1551
2025
Q2 		– Sell
-22,600
Closed -$831K – 1898
2025
Q1 		$831K Sell
22,600
-11,809
-34% -$408K 0.01% 889
2024
Q4 		$1.19M Buy
34,409
+1,384
+4% +$47.5K 0.03% 685
2024
Q3 		$1.12M Buy
+33,025
New +$1.1M 0.02% 747
2023
Q4 		– Sell
-6,575
Closed -$244K – 1913
2023
Q3 		$244K Buy
+6,575
New +$256K 0.01% 1410
2022
Q4 		– Sell
-24,074
Closed -$755K – 1702
2022
Q3 		$755K Buy
+24,074
New +$845K 0.03% 729

Other funds holding EVTC

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return