Raymond James Financial
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Raymond James Financial’s Evertec EVTC Stock Holding History

Raymond James Financial’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 		$2.6M Buy
93,508
+52,849
+130% +$1.4M ﹤0.01% 3298
2026
Q1 		$1.15M Sell
40,659
-46,198
-53% -$1.31M ﹤0.01% 3756
2025
Q4 		$2.53M Sell
86,857
-54,457
-39% -$1.62M ﹤0.01% 3084
2025
Q3 		$4.77M Sell
141,314
-2,213
-2% -$77.2K ﹤0.01% 2486
2025
Q2 		$5.17M Sell
143,527
-3,581
-2% -$127K ﹤0.01% 2359
2025
Q1 		$5.41M Sell
147,108
-7,997
-5% -$276K ﹤0.01% 2274
2024
Q4 		$5.36M Buy
+155,105
New +$5.32M ﹤0.01% 2288

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 $3.38T AUM 44.17% 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

Raymond James Financial's EVTC Position: Q2 2026 in Review

Raymond James Financial increased its Evertec (EVTC) stake by 130% in Q2 2026, buying an estimated $1.4M and bringing the position to 93,508 shares worth $2.6M. The position accounts for ﹤0.01% of the portfolio, ranked #3298.

Raymond James Financial first reported a position in EVTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.41M in Q1 2025. 253 funds tracked by Wall St. Rank hold EVTC as of Q2 2026.

  • Raymond James Financial held 93,508 shares of Evertec worth $2.6M as of Q2 2026.
  • Raymond James Financial bought 52,849 Evertec shares in Q2 2026, an estimated $1.4M.
  • Evertec made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3298 holding.
  • Raymond James Financial first reported a position in Evertec in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Evertec position peaked at $5.41M in Q1 2025.
  • 253 funds tracked by Wall St. Rank held Evertec as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.