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Keating Financial Advisory Services’s Evertec EVTC Stock Holding History

Keating Financial Advisory Services’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 		$1.25K Sell
45
-5
-10% -$133 ﹤0.01% 2096
2026
Q1 		$1.41K Buy
+50
New +$1.42K ﹤0.01% 1976

Other funds holding EVTC

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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 $3.38T AUM 44.17% 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

Keating Financial Advisory Services's EVTC Position: Q2 2026 in Review

Keating Financial Advisory Services reduced its Evertec (EVTC) stake by 10% in Q2 2026, selling an estimated $133 and leaving 45 shares worth $1.25K. The position accounts for ﹤0.01% of the portfolio, ranked #2096.

Keating Financial Advisory Services first reported a position in EVTC in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.41K in Q1 2026. 253 funds tracked by Wall St. Rank hold EVTC as of Q2 2026.

  • Keating Financial Advisory Services held 45 shares of Evertec worth $1.25K as of Q2 2026.
  • Keating Financial Advisory Services sold 5 Evertec shares in Q2 2026, an estimated $133.
  • Evertec made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #2096 holding.
  • Keating Financial Advisory Services first reported a position in Evertec in Q1 2026 and has held it in 2 quarters since.
  • Keating Financial Advisory Services's Evertec position peaked at $1.41K in Q1 2026.
  • 253 funds tracked by Wall St. Rank held Evertec as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.