Rockefeller Capital Management
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Rockefeller Capital Management’s Evertec EVTC Stock Holding History

Rockefeller Capital Management’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 		$12.2K Buy
439
+165
+60% +$4.38K ﹤0.01% 3932
2026
Q1 		$7.74K Sell
274
-275
-50% -$7.81K ﹤0.01% 4099
2025
Q4 		$16K Buy
549
+58
+12% +$1.72K ﹤0.01% 3611
2025
Q3 		$16.6K Buy
+491
New +$17.1K ﹤0.01% 3435
2024
Q2 		– Sell
-51,103
Closed -$2.04M – 1658
2024
Q1 		$2.04M Buy
+51,103
New +$2.02M 0.01% 1004
2023
Q1 		– Sell
-426
Closed -$13K – 2572
2022
Q4 		$13K Hold
426
– – ﹤0.01% 2958
2022
Q3 		$13K Buy
426
+327
+330% +$11.5K ﹤0.01% 2964
2022
Q2 		$3K Buy
99
+39
+65% +$1.49K ﹤0.01% 3637
2022
Q1 		$2K Buy
+60
New +$2.57K ﹤0.01% 3597
2021
Q3 		– Sell
-145
Closed -$6K – 3725
2021
Q2 		$6K Buy
+145
New +$6.12K ﹤0.01% 2967

Other funds holding EVTC

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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

Rockefeller Capital Management's EVTC Position: Q2 2026 in Review

Rockefeller Capital Management increased its Evertec (EVTC) stake by 60% in Q2 2026, buying an estimated $4.38K and bringing the position to 439 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3932.

Rockefeller Capital Management first reported a position in EVTC in Q2 2021 and has held it in 10 quarters since. The position peaked at $2.04M in Q1 2024. 253 funds tracked by Wall St. Rank hold EVTC as of Q2 2026.

  • Rockefeller Capital Management held 439 shares of Evertec worth $12.2K as of Q2 2026.
  • Rockefeller Capital Management bought 165 Evertec shares in Q2 2026, an estimated $4.38K.
  • Evertec made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3932 holding.
  • Rockefeller Capital Management first reported a position in Evertec in Q2 2021 and has held it in 10 quarters since.
  • Rockefeller Capital Management's Evertec position peaked at $2.04M in Q1 2024.
  • 253 funds tracked by Wall St. Rank held Evertec as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.