Root Financial Partners
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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
Q3 		$5.61K Buy
+208
New +$6.15K ﹤0.01% 2186
2026
Q2 		– Sell
-66
Closed -$1.86K – 1293
2026
Q1 		$1.86K Buy
+66
New +$1.88K ﹤0.01% 2347

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American Century Companies
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Vanguard Portfolio Management
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Vanguard Capital Management
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State Street
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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Root Financial Partners's EVTC Position: Q3 2026 in Review

Root Financial Partners opened a new position in Evertec (EVTC) in Q3 2026: 208 shares worth $5.61K. The stake represents ﹤0.01% of the portfolio and ranks #2186 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in EVTC as recently as Q1 2026.

Root Financial Partners first reported a position in EVTC in Q1 2026 and has held it in 2 quarters since. 206 funds tracked by Wall St. Rank hold EVTC as of Q3 2026.

  • Root Financial Partners held 208 shares of Evertec worth $5.61K as of Q3 2026.
  • Evertec was a new Root Financial Partners position in Q3 2026.
  • Evertec made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2186 holding.
  • Root Financial Partners first reported a position in Evertec in Q1 2026 and has held it in 2 quarters since.
  • 206 funds tracked by Wall St. Rank held Evertec as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.