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Salomon & Ludwin’s Evertec EVTC Stock Holding History

Salomon & Ludwin’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 		$15.9K Sell
546
-308
-36% -$8.19K ﹤0.01% 1316
2026
Q1 		$24K Buy
854
+374
+78% +$10.6K ﹤0.01% 962
2025
Q4 		$14.3K Sell
480
-124
-21% -$3.68K ﹤0.01% 1172
2025
Q3 		$20.7K Buy
+604
New +$21.1K ﹤0.01% 787

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

Salomon & Ludwin's EVTC Position: Q2 2026 in Review

Salomon & Ludwin reduced its Evertec (EVTC) stake by 36% in Q2 2026, selling an estimated $8.19K and leaving 546 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1316.

Salomon & Ludwin first reported a position in EVTC in Q3 2025 and has held it in 4 quarters since. The position peaked at $24K in Q1 2026. 253 funds tracked by Wall St. Rank hold EVTC as of Q2 2026.

  • Salomon & Ludwin held 546 shares of Evertec worth $15.9K as of Q2 2026.
  • Salomon & Ludwin sold 308 Evertec shares in Q2 2026, an estimated $8.19K.
  • Evertec made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #1316 holding.
  • Salomon & Ludwin first reported a position in Evertec in Q3 2025 and has held it in 4 quarters since.
  • Salomon & Ludwin's Evertec position peaked at $24K in Q1 2026.
  • 253 funds tracked by Wall St. Rank held Evertec as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.