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&Partners’s Evertec EVTC Stock Holding History

&Partners’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
Q4 		– Sell
-7,174
Closed -$242K – 2307
2025
Q3 		$242K Sell
7,174
-107
-1% -$3.73K ﹤0.01% 1858
2025
Q2 		$262K Buy
7,281
+782
+12% +$27.7K ﹤0.01% 1689
2025
Q1 		$238K Buy
+6,499
New +$224K ﹤0.01% 1539

Other funds holding EVTC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $226B AUM 44.75% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

&Partners's EVTC Position: Q4 2025 in Review

&Partners sold out of Evertec (EVTC) in Q4 2025, closing a stake of 7,174 shares — an estimated $242K sold.

&Partners first reported a position in EVTC in Q1 2025 and held it in 3 quarters. The position peaked at $262K in Q2 2025. 267 funds tracked by Wall St. Rank hold EVTC as of Q4 2025.

  • &Partners reported no remaining Evertec position as of Q4 2025 after selling out during the quarter.
  • &Partners sold 7,174 Evertec shares in Q4 2025, an estimated $242K.
  • &Partners first reported a position in Evertec in Q1 2025 and held it in 3 quarters.
  • &Partners's Evertec position peaked at $262K in Q2 2025.
  • 267 funds tracked by Wall St. Rank held Evertec as of Q4 2025.

Based on &Partners's 13F filing for Q4 2025, filed 17 Feb 2026.