Larson Financial Group’s Evertec EVTC Stock Holding History

Larson 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
2025 Q3	–	Sell	-7	Closed	-$252	–	3515
2025 Q2	$252	Buy	+7	New	+$248	﹤0.01%	3019

Other funds holding EVTC

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Larson Financial Group's EVTC Position: Q3 2025 in Review

Larson Financial Group sold out of Evertec (EVTC) in Q3 2025, closing a stake of 7 shares — an estimated $252 sold.

Larson Financial Group first reported a position in EVTC in Q2 2025 and held it in 1 quarter. The position peaked at $252 in Q2 2025. 270 funds tracked by Wall St. Rank hold EVTC as of Q3 2025.

Larson Financial Group reported no remaining Evertec position as of Q3 2025 after selling out during the quarter.
Larson Financial Group sold 7 Evertec shares in Q3 2025, an estimated $252.
Larson Financial Group first reported a position in Evertec in Q2 2025 and held it in 1 quarter.
Larson Financial Group's Evertec position peaked at $252 in Q2 2025.
270 funds tracked by Wall St. Rank held Evertec as of Q3 2025.

Based on Larson Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.