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Richardson Financial Services’s Evertec EVTC Stock Holding History

Richardson Financial Services’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 		$39.6K Sell
1,425
-3
-0.2% -$80 0.02% 346
2026
Q1 		$40.3K Buy
1,428
+103
+8% +$2.93K 0.03% 325
2025
Q4 		$38.5K Buy
1,325
+562
+74% +$16.7K 0.01% 327
2025
Q3 		$25.8K Buy
763
+435
+133% +$15.2K 0.02% 347
2025
Q2 		$12.1K Hold
328
– – 0.01% 386
2025
Q1 		$12.1K Sell
328
-2
-0.6% -$69 0.01% 361
2024
Q4 		$11.3K Buy
330
+101
+44% +$3.46K 0.01% 386
2024
Q3 		$7.61K Hold
229
– – ﹤0.01% 431
2024
Q2 		$7.61K Hold
229
– – 0.01% 416
2024
Q1 		$9.14K Sell
229
-9
-4% -$355 0.01% 414
2023
Q4 		$9.74K Buy
+238
New +$8.75K 0.01% 313

Other funds holding EVTC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
CCP
Clifford Capital Partners Alpine, Utah $727M AUM 28.47% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Richardson Financial Services's EVTC Position: Q2 2026 in Review

Richardson Financial Services reduced its Evertec (EVTC) stake by 0.21% in Q2 2026, selling an estimated $80 and leaving 1,425 shares worth $39.6K. The position accounts for 0.02% of the portfolio, ranked #346.

Richardson Financial Services first reported a position in EVTC in Q4 2023 and has held it in 11 quarters since. The position peaked at $40.3K in Q1 2026. 149 funds tracked by Wall St. Rank hold EVTC as of Q2 2026.

  • Richardson Financial Services held 1,425 shares of Evertec worth $39.6K as of Q2 2026.
  • Richardson Financial Services sold 3 Evertec shares in Q2 2026, an estimated $80.
  • Evertec made up 0.02% of Richardson Financial Services's portfolio in Q2 2026, its #346 holding.
  • Richardson Financial Services first reported a position in Evertec in Q4 2023 and has held it in 11 quarters since.
  • Richardson Financial Services's Evertec position peaked at $40.3K in Q1 2026.
  • 149 funds tracked by Wall St. Rank held Evertec as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.