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Rossby Financial’s Evertec EVTC Stock Holding History

Rossby Financial’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 		$1.17K Sell
42
-2
-5% -$53 ﹤0.01% 1873
2026
Q1 		$1.22K Buy
44
+32
+267% +$909 ﹤0.01% 1941
2025
Q4 		$349 Buy
12
+3
+33% +$89 ﹤0.01% 1695
2025
Q3 		$303 Buy
+9
New +$314 ﹤0.01% 1426

Other funds holding EVTC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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 $3.37T 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

Rossby Financial's EVTC Position: Q2 2026 in Review

Rossby Financial reduced its Evertec (EVTC) stake by 4.5% in Q2 2026, selling an estimated $53 and leaving 42 shares worth $1.17K. The position accounts for ﹤0.01% of the portfolio, ranked #1873.

Rossby Financial first reported a position in EVTC in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.22K in Q1 2026. 254 funds tracked by Wall St. Rank hold EVTC as of Q2 2026.

  • Rossby Financial held 42 shares of Evertec worth $1.17K as of Q2 2026.
  • Rossby Financial sold 2 Evertec shares in Q2 2026, an estimated $53.
  • Evertec made up ﹤0.01% of Rossby Financial's portfolio in Q2 2026, its #1873 holding.
  • Rossby Financial first reported a position in Evertec in Q3 2025 and has held it in 4 quarters since.
  • Rossby Financial's Evertec position peaked at $1.22K in Q1 2026.
  • 254 funds tracked by Wall St. Rank held Evertec as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.