Root Financial Partners’s Evertec EVTC Stock Holding History

Root Financial Partners’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	-66	Closed	-$1.86K	–	1293
2026 Q1	$1.86K	Buy	+66	New	+$1.88K	﹤0.01%	2347

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

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

Root Financial Partners's EVTC Position: Q2 2026 in Review

Root Financial Partners sold out of Evertec (EVTC) in Q2 2026, closing a stake of 66 shares — an estimated $1.86K sold.

Root Financial Partners first reported a position in EVTC in Q1 2026 and held it in 1 quarter. The position peaked at $1.86K in Q1 2026. 253 funds tracked by Wall St. Rank hold EVTC as of Q2 2026.

Root Financial Partners reported no remaining Evertec position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 66 Evertec shares in Q2 2026, an estimated $1.86K.
Root Financial Partners first reported a position in Evertec in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Evertec position peaked at $1.86K in Q1 2026.
253 funds tracked by Wall St. Rank held Evertec as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.