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Park Square Financial Group’s Evertec EVTC Stock Holding History

Park Square Financial Group’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
2025
Q3 		– Sell
-75
Closed -$2.7K – 469
2025
Q2 		$2.7K Buy
+75
New +$2.66K ﹤0.01% 834
2025
Q1 		– Sell
-86
Closed -$2.97K – 994
2024
Q4 		$2.97K Buy
+86
New +$2.95K ﹤0.01% 783

Other funds holding EVTC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Park Square Financial Group's EVTC Position: Q3 2025 in Review

Park Square Financial Group sold out of Evertec (EVTC) in Q3 2025, closing a stake of 75 shares — an estimated $2.7K sold.

Park Square Financial Group first reported a position in EVTC in Q4 2024 and held it in 2 quarters. The position peaked at $2.97K in Q4 2024. 270 funds tracked by Wall St. Rank hold EVTC as of Q3 2025.

  • Park Square Financial Group reported no remaining Evertec position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 75 Evertec shares in Q3 2025, an estimated $2.7K.
  • Park Square Financial Group first reported a position in Evertec in Q4 2024 and held it in 2 quarters.
  • Park Square Financial Group's Evertec position peaked at $2.97K in Q4 2024.
  • 270 funds tracked by Wall St. Rank held Evertec as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.