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Rothschild Investment LLC’s Evertec EVTC Stock Holding History

Rothschild Investment LLC’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 		$9.81K Buy
353
+166
+89% +$4.41K ﹤0.01% 1894
2026
Q1 		$5.28K Buy
187
+181
+3,017% +$5.14K ﹤0.01% 2026
2025
Q4 		$175 Sell
6
-73
-92% -$2.17K ﹤0.01% 3136
2025
Q3 		$2.67K Sell
79
-46
-37% -$1.6K ﹤0.01% 2047
2025
Q2 		$4.51K Hold
125
– – ﹤0.01% 1567
2025
Q1 		$4.6K Buy
125
+45
+56% +$1.55K ﹤0.01% 1477
2024
Q4 		$2.76K Buy
80
+20
+33% +$686 ﹤0.01% 1617
2024
Q3 		$2.03K Buy
60
+50
+500% +$1.67K ﹤0.01% 1719
2024
Q2 		$333 Buy
10
+5
+100% +$181 ﹤0.01% 2244
2024
Q1 		$200 Buy
+5
New +$197 ﹤0.01% 1738

Other funds holding EVTC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NC
Nicholas Company Milwaukee, Wisconsin $5.47B AUM 16.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
SBCM
Schwerin Boyle Capital Management Springfield, Massachusetts $816M AUM 14.79% 1-Year Est. Return

Rothschild Investment LLC's EVTC Position: Q2 2026 in Review

Rothschild Investment LLC increased its Evertec (EVTC) stake by 89% in Q2 2026, buying an estimated $4.41K and bringing the position to 353 shares worth $9.81K. The position accounts for ﹤0.01% of the portfolio, ranked #1894.

Rothschild Investment LLC first reported a position in EVTC in Q1 2024 and has held it in 10 quarters since. 93 funds tracked by Wall St. Rank hold EVTC as of Q2 2026.

  • Rothschild Investment LLC held 353 shares of Evertec worth $9.81K as of Q2 2026.
  • Rothschild Investment LLC bought 166 Evertec shares in Q2 2026, an estimated $4.41K.
  • Evertec made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1894 holding.
  • Rothschild Investment LLC first reported a position in Evertec in Q1 2024 and has held it in 10 quarters since.
  • 93 funds tracked by Wall St. Rank held Evertec as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.