Lido Advisors
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Lido Advisors’s Evertec EVTC Stock Holding History

Lido Advisors’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 		$391K Buy
14,070
+1,672
+13% +$44.4K ﹤0.01% 1613
2026
Q1 		$350K Buy
12,398
+3,239
+35% +$92K ﹤0.01% 1486
2025
Q4 		$299K Buy
9,159
+413
+5% +$12.3K ﹤0.01% 1572
2025
Q3 		$295K Buy
8,746
+363
+4% +$12.7K ﹤0.01% 1497
2025
Q2 		$302K Buy
+8,383
New +$297K ﹤0.01% 1342
2023
Q4 		– Sell
-7,576
Closed -$282K – 1367
2023
Q3 		$282K Buy
+7,576
New +$295K ﹤0.01% 943
2022
Q3 		– Sell
-8,540
Closed -$314K – 971
2022
Q2 		$314K Buy
+8,540
New +$326K ﹤0.01% 723
2022
Q1 		– Sell
-7,556
Closed -$377K – 1026
2021
Q4 		$377K Buy
7,556
+2,786
+58% +$129K ﹤0.01% 712
2021
Q3 		$218K Buy
+4,770
New +$215K ﹤0.01% 882

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
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 $3.37T AUM 44.26% 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

Lido Advisors's EVTC Position: Q2 2026 in Review

Lido Advisors increased its Evertec (EVTC) stake by 13% in Q2 2026, buying an estimated $44.4K and bringing the position to 14,070 shares worth $391K. The position accounts for ﹤0.01% of the portfolio, ranked #1613.

Lido Advisors first reported a position in EVTC in Q3 2021 and has held it in 9 quarters since. 254 funds tracked by Wall St. Rank hold EVTC as of Q2 2026.

  • Lido Advisors held 14,070 shares of Evertec worth $391K as of Q2 2026.
  • Lido Advisors bought 1,672 Evertec shares in Q2 2026, an estimated $44.4K.
  • Evertec made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1613 holding.
  • Lido Advisors first reported a position in Evertec in Q3 2021 and has held it in 9 quarters since.
  • 254 funds tracked by Wall St. Rank held Evertec as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.