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 Q1	$1.86K	Buy	+66	New	+$1.88K	﹤0.01%	2347

Other funds holding EVTC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Root Financial Partners's EVTC Position: Q1 2026 in Review

Root Financial Partners opened a new position in Evertec (EVTC) in Q1 2026: 66 shares worth $1.86K. The stake represents ﹤0.01% of the portfolio and ranks #2347 among its holdings.

261 funds tracked by Wall St. Rank hold EVTC as of Q1 2026.

Root Financial Partners held 66 shares of Evertec worth $1.86K as of Q1 2026.
Evertec was a new Root Financial Partners position in Q1 2026.
Evertec made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2347 holding.
261 funds tracked by Wall St. Rank held Evertec as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.