R Squared’s Evertec EVTC Stock Holding History

R Squared’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	–	Sell	-7,372	Closed	-$214K	–	552
2025 Q4	$214K	Buy	+7,372	New	+$219K	0.1%	337

Other funds holding EVTC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

R Squared's EVTC Position: Q1 2026 in Review

R Squared sold out of Evertec (EVTC) in Q1 2026, closing a stake of 7,372 shares — an estimated $214K sold.

R Squared first reported a position in EVTC in Q4 2025 and held it in 1 quarter. The position peaked at $214K in Q4 2025. 261 funds tracked by Wall St. Rank hold EVTC as of Q1 2026.

R Squared reported no remaining Evertec position as of Q1 2026 after selling out during the quarter.
R Squared sold 7,372 Evertec shares in Q1 2026, an estimated $214K.
R Squared first reported a position in Evertec in Q4 2025 and held it in 1 quarter.
R Squared's Evertec position peaked at $214K in Q4 2025.
261 funds tracked by Wall St. Rank held Evertec as of Q1 2026.

Based on R Squared's 13F filing for Q1 2026, filed 29 Apr 2026.