MML Investors Services
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MML Investors Services’s Evertec EVTC Stock Holding History

MML Investors Services’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 		$424K Buy
15,041
+1,661
+12% +$47.2K ﹤0.01% 2326
2025
Q4 		$389K Buy
13,380
+4,347
+48% +$129K ﹤0.01% 2439
2025
Q3 		$305K Buy
9,033
+2,818
+45% +$98.3K ﹤0.01% 2510
2025
Q2 		$224K Buy
+6,215
New +$220K ﹤0.01% 2613
2024
Q3 		– Sell
-17,775
Closed -$591K – 2591
2024
Q2 		$591K Sell
17,775
-3,880
-18% -$140K ﹤0.01% 1676
2024
Q1 		$864K Sell
21,655
-2,670
-11% -$105K ﹤0.01% 1496
2023
Q4 		$996K Buy
24,325
+3,569
+17% +$131K ﹤0.01% 1369
2023
Q3 		$772K Sell
20,756
-267
-1% -$10.4K ﹤0.01% 1374
2023
Q2 		$774K Buy
21,023
+1,982
+10% +$68.7K ﹤0.01% 1374
2023
Q1 		$643K Buy
19,041
+430
+2% +$15.1K ﹤0.01% 1292
2022
Q4 		$603K Buy
18,611
+2,429
+15% +$79.8K ﹤0.01% 1408
2022
Q3 		$507K Buy
16,182
+192
+1% +$6.74K ﹤0.01% 1416
2022
Q2 		$590K Sell
15,990
-780
-5% -$29.8K ﹤0.01% 1326
2022
Q1 		$686K Buy
16,770
+907
+6% +$38.9K ﹤0.01% 1294
2021
Q4 		$793K Buy
+15,863
New +$734K 0.01% 1172

Other funds holding EVTC

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BlackRock New York $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 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