KAS
EVTC icon

Kestra Advisory Services’s Evertec EVTC Stock Holding History

Kestra 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
Q1 		– Sell
-1,060
Closed -$30.8K – 3510
2025
Q4 		$30.8K Buy
+1,060
New +$31.5K ﹤0.01% 4273
2023
Q1 		– Sell
-7,191
Closed -$233K – 2144
2022
Q4 		$233K Buy
+7,191
New +$236K ﹤0.01% 1925

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kestra Advisory Services's EVTC Position: Q1 2026 in Review

Kestra Advisory Services sold out of Evertec (EVTC) in Q1 2026, closing a stake of 1,060 shares — an estimated $30.8K sold.

Kestra Advisory Services first reported a position in EVTC in Q4 2022 and held it in 2 quarters. The position peaked at $233K in Q4 2022. 261 funds tracked by Wall St. Rank hold EVTC as of Q1 2026.

  • Kestra Advisory Services reported no remaining Evertec position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 1,060 Evertec shares in Q1 2026, an estimated $30.8K.
  • Kestra Advisory Services first reported a position in Evertec in Q4 2022 and held it in 2 quarters.
  • Kestra Advisory Services's Evertec position peaked at $233K in Q4 2022.
  • 261 funds tracked by Wall St. Rank held Evertec as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.