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Kimelman & Baird’s Evertec EVTC Stock Holding History

Kimelman & Baird’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
Q4 		– Sell
-401
Closed -$13.5K – 274
2025
Q3 		$13.5K Hold
401
– – ﹤0.01% 231
2025
Q2 		$14.4K Hold
401
– – ﹤0.01% 246
2025
Q1 		$14.7K Hold
401
– – ﹤0.01% 244
2024
Q4 		$13.8K Hold
401
– – ﹤0.01% 253
2024
Q3 		$13.6K Hold
401
– – ﹤0.01% 253
2024
Q2 		$13.3K Buy
+401
New +$14.5K ﹤0.01% 258

Other funds holding EVTC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $226B AUM 44.75% 1-Year Est. Return
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
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Kimelman & Baird's EVTC Position: Q4 2025 in Review

Kimelman & Baird sold out of Evertec (EVTC) in Q4 2025, closing a stake of 401 shares — an estimated $13.5K sold.

Kimelman & Baird first reported a position in EVTC in Q2 2024 and held it in 6 quarters. The position peaked at $14.7K in Q1 2025. 267 funds tracked by Wall St. Rank hold EVTC as of Q4 2025.

  • Kimelman & Baird reported no remaining Evertec position as of Q4 2025 after selling out during the quarter.
  • Kimelman & Baird sold 401 Evertec shares in Q4 2025, an estimated $13.5K.
  • Kimelman & Baird first reported a position in Evertec in Q2 2024 and held it in 6 quarters.
  • Kimelman & Baird's Evertec position peaked at $14.7K in Q1 2025.
  • 267 funds tracked by Wall St. Rank held Evertec as of Q4 2025.

Based on Kimelman & Baird's 13F filing for Q4 2025, filed 6 Feb 2026.