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NewEdge Advisors’s Evertec EVTC Stock Holding History

NewEdge 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 		$9.9K Hold
356
– – ﹤0.01% 3539
2026
Q1 		$10K Buy
356
+1
+0.3% +$28 ﹤0.01% 3399
2025
Q4 		$10.3K Sell
355
-1
-0.3% -$30 ﹤0.01% 3463
2025
Q3 		$12K Sell
356
-12,923
-97% -$451K ﹤0.01% 3274
2025
Q2 		$479K Buy
13,279
+114
+0.9% +$4.04K ﹤0.01% 1719
2025
Q1 		$484K Sell
13,165
-511
-4% -$17.6K ﹤0.01% 1605
2024
Q4 		$472K Sell
13,676
-1,058
-7% -$36.3K ﹤0.01% 1591
2024
Q3 		$499K Sell
14,734
-121
-0.8% -$4.03K ﹤0.01% 1486
2024
Q2 		$494K Buy
14,855
+2,179
+17% +$78.8K ﹤0.01% 1429
2024
Q1 		$506K Sell
12,676
-2,559
-17% -$101K ﹤0.01% 1347
2023
Q4 		$624K Sell
15,235
-4,677
-23% -$172K 0.01% 1169
2023
Q3 		$740K Sell
19,912
-2,339
-11% -$91.1K 0.01% 998
2023
Q2 		$819K Buy
22,251
+632
+3% +$21.9K 0.01% 957
2023
Q1 		$730K Sell
21,619
-2,129
-9% -$74.8K 0.01% 933
2022
Q4 		$81.2K Buy
23,748
+5,632
+31% +$185K ﹤0.01% 1521
2022
Q3 		$568K Buy
+18,116
New +$636K 0.01% 907

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

NewEdge Advisors's EVTC Position: Q2 2026 in Review

NewEdge Advisors held its Evertec (EVTC) position steady in Q2 2026 at 356 shares worth $9.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3539.

NewEdge Advisors first reported a position in EVTC in Q3 2022 and has held it in 16 quarters since. The position peaked at $819K in Q2 2023. 254 funds tracked by Wall St. Rank hold EVTC as of Q2 2026.

  • NewEdge Advisors held 356 shares of Evertec worth $9.9K as of Q2 2026.
  • NewEdge Advisors left its Evertec share count unchanged in Q2 2026.
  • Evertec made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3539 holding.
  • NewEdge Advisors first reported a position in Evertec in Q3 2022 and has held it in 16 quarters since.
  • NewEdge Advisors's Evertec position peaked at $819K in Q2 2023.
  • 254 funds tracked by Wall St. Rank held Evertec as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.