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
Q2 		$466K Buy
16,788
+1,747
+12% +$46.4K ﹤0.01% 2520
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

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 $3.38T AUM 44.17% 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

MML Investors Services's EVTC Position: Q2 2026 in Review

MML Investors Services increased its Evertec (EVTC) stake by 12% in Q2 2026, buying an estimated $46.4K and bringing the position to 16,788 shares worth $466K. The position accounts for ﹤0.01% of the portfolio, ranked #2520.

MML Investors Services first reported a position in EVTC in Q4 2021 and has held it in 16 quarters since. The position peaked at $996K in Q4 2023. 253 funds tracked by Wall St. Rank hold EVTC as of Q2 2026.

  • MML Investors Services held 16,788 shares of Evertec worth $466K as of Q2 2026.
  • MML Investors Services bought 1,747 Evertec shares in Q2 2026, an estimated $46.4K.
  • Evertec made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #2520 holding.
  • MML Investors Services first reported a position in Evertec in Q4 2021 and has held it in 16 quarters since.
  • MML Investors Services's Evertec position peaked at $996K in Q4 2023.
  • 253 funds tracked by Wall St. Rank held Evertec as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.