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Petrus Trust Company’s Evertec EVTC Stock Holding History

Petrus Trust Company’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
-7,900
Closed -$285K – 289
2025
Q2 		$285K Buy
+7,900
New +$280K 0.03% 340
2024
Q1 		– Sell
-16,299
Closed -$667K – 675
2023
Q4 		$667K Buy
+16,299
New +$599K 0.06% 123
2020
Q1 		– Sell
-7,128
Closed -$243K – 220
2019
Q4 		$243K Sell
7,128
-53
-0.7% -$1.68K 0.04% 192
2019
Q3 		$224K Buy
+7,181
New +$241K 0.04% 189
2019
Q2 		– Sell
-8,536
Closed -$237K – 303
2019
Q1 		$237K Buy
+8,536
New +$241K 0.05% 180
2017
Q4 		– Sell
-26,960
Closed -$427K – 178
2017
Q3 		$427K Buy
+26,960
New +$483K 0.1% 64

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

Petrus Trust Company's EVTC Position: Q3 2025 in Review

Petrus Trust Company sold out of Evertec (EVTC) in Q3 2025, closing a stake of 7,900 shares — an estimated $285K sold.

Petrus Trust Company first reported a position in EVTC in Q3 2017 and held it in 6 quarters. The position peaked at $667K in Q4 2023. 270 funds tracked by Wall St. Rank hold EVTC as of Q3 2025.

  • Petrus Trust Company reported no remaining Evertec position as of Q3 2025 after selling out during the quarter.
  • Petrus Trust Company sold 7,900 Evertec shares in Q3 2025, an estimated $285K.
  • Petrus Trust Company first reported a position in Evertec in Q3 2017 and held it in 6 quarters.
  • Petrus Trust Company's Evertec position peaked at $667K in Q4 2023.
  • 270 funds tracked by Wall St. Rank held Evertec as of Q3 2025.

Based on Petrus Trust Company's 13F filing for Q3 2025, filed 14 Nov 2025.