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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
Q2 		– Sell
-7,614
Closed -$215K – 1551
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 $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

Principal Securities's EVTC Position: Q2 2026 in Review

Principal Securities sold out of Evertec (EVTC) in Q2 2026, closing a stake of 7,614 shares — an estimated $215K sold.

Principal Securities first reported a position in EVTC in Q4 2023 and held it in 10 quarters. The position peaked at $226K in Q4 2025. 253 funds tracked by Wall St. Rank hold EVTC as of Q2 2026.

  • Principal Securities reported no remaining Evertec position as of Q2 2026 after selling out during the quarter.
  • Principal Securities sold 7,614 Evertec shares in Q2 2026, an estimated $215K.
  • Principal Securities first reported a position in Evertec in Q4 2023 and held it in 10 quarters.
  • Principal Securities's Evertec position peaked at $226K in Q4 2025.
  • 253 funds tracked by Wall St. Rank held Evertec as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.