Mackenzie Financial
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Mackenzie Financial’s Evertec EVTC Stock Holding History

Mackenzie Financial’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 		$258K Buy
9,300
+920
+11% +$24.5K ﹤0.01% 1443
2026
Q1 		$236K Sell
8,380
-3,709
-31% -$105K ﹤0.01% 1341
2025
Q4 		$351K Buy
+12,089
New +$359K ﹤0.01% 1326
2025
Q1 		– Sell
-10,667
Closed -$368K – 1721
2024
Q4 		$368K Buy
+10,667
New +$366K ﹤0.01% 1300
2024
Q1 		– Sell
-10,688
Closed -$438K – 1554
2023
Q4 		$438K Hold
10,688
– – ﹤0.01% 1040
2023
Q3 		$389K Buy
10,688
+196
+2% +$7.64K ﹤0.01% 1069
2023
Q2 		$396K Buy
10,492
+1,244
+13% +$43.1K ﹤0.01% 1090
2023
Q1 		$312K Sell
9,248
-8,577
-48% -$301K ﹤0.01% 1171
2022
Q4 		$577K Buy
+17,825
New +$586K ﹤0.01% 886
2021
Q4 		– Sell
-5,239
Closed -$240K – 1456
2021
Q3 		$240K Buy
+5,239
New +$236K ﹤0.01% 1232
2019
Q2 		– Sell
-8,660
Closed -$241K – 1137
2019
Q1 		$241K Sell
8,660
-24,486
-74% -$692K ﹤0.01% 1139
2018
Q4 		$951K Sell
33,146
-8,100
-20% -$212K ﹤0.01% 818
2018
Q3 		$994K Hold
41,246
– – ﹤0.01% 757
2018
Q2 		$901K Hold
41,246
– – ﹤0.01% 694
2018
Q1 		$674K Hold
41,246
– – ﹤0.01% 687
2017
Q4 		$563K Buy
+41,246
New +$584K ﹤0.01% 667
2015
Q1 		– Sell
-32,676
Closed -$723K – 777
2014
Q4 		$723K Sell
32,676
-5,219
-14% -$115K ﹤0.01% 587
2014
Q3 		$847K Buy
37,895
+1,700
+5% +$38.9K ﹤0.01% 536
2014
Q2 		$877K Sell
36,195
-13,546
-27% -$323K ﹤0.01% 533
2014
Q1 		$1.23M Buy
+49,741
New +$1.23M 0.01% 457

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

Mackenzie Financial's EVTC Position: Q2 2026 in Review

Mackenzie Financial increased its Evertec (EVTC) stake by 11% in Q2 2026, buying an estimated $24.5K and bringing the position to 9,300 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #1443.

Mackenzie Financial first reported a position in EVTC in Q1 2014 and has held it in 20 quarters since. The position peaked at $1.23M in Q1 2014. 254 funds tracked by Wall St. Rank hold EVTC as of Q2 2026.

  • Mackenzie Financial held 9,300 shares of Evertec worth $258K as of Q2 2026.
  • Mackenzie Financial bought 920 Evertec shares in Q2 2026, an estimated $24.5K.
  • Evertec made up ﹤0.01% of Mackenzie Financial's portfolio in Q2 2026, its #1443 holding.
  • Mackenzie Financial first reported a position in Evertec in Q1 2014 and has held it in 20 quarters since.
  • Mackenzie Financial's Evertec position peaked at $1.23M in Q1 2014.
  • 254 funds tracked by Wall St. Rank held Evertec as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.