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Principal Securities’s Evertec EVTC Stock Holding History

Principal Securities’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
Q1 		$215K Sell
7,614
-169
-2% -$4.8K ﹤0.01% 1357
2025
Q4 		$226K Buy
7,783
+5,512
+243% +$164K ﹤0.01% 1271
2025
Q3 		$76.7K Buy
2,271
+918
+68% +$32K ﹤0.01% 1728
2025
Q2 		$48.8K Buy
1,353
+276
+26% +$9.78K ﹤0.01% 1891
2025
Q1 		$37.2K Hold
1,077
– – ﹤0.01% 1895
2024
Q4 		$37.2K Buy
1,077
+18
+2% +$618 ﹤0.01% 1891
2024
Q3 		$35.9K Buy
1,059
+171
+19% +$5.7K ﹤0.01% 1837
2024
Q2 		$29.5K Buy
888
+66
+8% +$2.38K ﹤0.01% 1863
2024
Q1 		$32.8K Sell
822
-58
-7% -$2.29K ﹤0.01% 1758
2023
Q4 		$36K Buy
+880
New +$32.3K ﹤0.01% 1626

Other funds holding EVTC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return