LI
EVTC icon

LRI Investments’s Evertec EVTC Stock Holding History

LRI Investments’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
-115
Closed -$3.35K – 1445
2025
Q4 		$3.35K Hold
115
– – ﹤0.01% 1115
2025
Q3 		$3.88K Hold
115
– – ﹤0.01% 1094
2025
Q2 		$4.15K Buy
115
+33
+40% +$1.17K ﹤0.01% 1062
2025
Q1 		$3.02K Hold
82
– – ﹤0.01% 1039
2024
Q4 		$2.84K Hold
82
– – ﹤0.01% 1032
2024
Q3 		$2.83K Hold
82
– – ﹤0.01% 1025
2024
Q2 		$2.73K Buy
+82
New +$2.96K ﹤0.01% 1011

Other funds holding EVTC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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 $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LRI Investments's EVTC Position: Q1 2026 in Review

LRI Investments sold out of Evertec (EVTC) in Q1 2026, closing a stake of 115 shares — an estimated $3.35K sold.

LRI Investments first reported a position in EVTC in Q2 2024 and held it in 7 quarters. The position peaked at $4.15K in Q2 2025. 261 funds tracked by Wall St. Rank hold EVTC as of Q1 2026.

  • LRI Investments reported no remaining Evertec position as of Q1 2026 after selling out during the quarter.
  • LRI Investments sold 115 Evertec shares in Q1 2026, an estimated $3.35K.
  • LRI Investments first reported a position in Evertec in Q2 2024 and held it in 7 quarters.
  • LRI Investments's Evertec position peaked at $4.15K in Q2 2025.
  • 261 funds tracked by Wall St. Rank held Evertec as of Q1 2026.

Based on LRI Investments's 13F filing for Q1 2026, filed 30 Apr 2026.