Schroder Investment Management Group
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Schroder Investment Management Group’s Evertec EVTC Stock Holding History

Schroder Investment Management Group’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 		$3.37M Buy
122,206
+54,545
+81% +$1.45M ﹤0.01% 840
2026
Q1 		$1.89M Hold
67,661
– – ﹤0.01% 943
2025
Q4 		$1.97M Buy
67,661
+882
+1% +$26.2K ﹤0.01% 892
2025
Q3 		$2.3M Buy
+66,779
New +$2.33M ﹤0.01% 906
2024
Q2 		– Sell
-281,685
Closed -$11.2M – 1218
2024
Q1 		$11.2M Sell
281,685
-8,488
-3% -$335K 0.01% 628
2023
Q4 		$11.9M Sell
290,173
-1,829
-0.6% -$67.2K 0.02% 603
2023
Q3 		$10.9M Sell
292,002
-32,635
-10% -$1.27M 0.02% 593
2023
Q2 		$12M Buy
324,637
+83,220
+34% +$2.89M 0.02% 592
2023
Q1 		$8.15M Sell
241,417
-102,132
-30% -$3.59M 0.01% 677
2022
Q4 		$11.1M Sell
343,549
-117,236
-25% -$3.85M 0.02% 606
2022
Q3 		$14.4M Sell
460,785
-76,130
-14% -$2.67M 0.02% 522
2022
Q2 		$19.5M Buy
536,915
+88,986
+20% +$3.4M 0.03% 467
2022
Q1 		$18.6M Buy
447,929
+93,763
+26% +$4.02M 0.02% 513
2021
Q4 		$17.7M Buy
354,166
+132,900
+60% +$6.15M 0.02% 493
2021
Q3 		$10.1M Buy
221,266
+747
+0.3% +$33.7K 0.02% 631
2021
Q2 		$9.63M Buy
220,519
+156,455
+244% +$6.61M 0.01% 687
2021
Q1 		$2.38M Buy
+64,064
New +$2.41M ﹤0.01% 976
2020
Q2 		– Sell
-79,876
Closed -$1.83M – 1266
2020
Q1 		$1.83M Buy
79,876
+1,454
+2% +$44.6K ﹤0.01% 812
2019
Q4 		$2.67M Buy
78,422
+4,527
+6% +$143K ﹤0.01% 835
2019
Q3 		$2.3M Sell
73,895
-145,687
-66% -$4.88M ﹤0.01% 869
2019
Q2 		$7.18M Sell
219,582
-7,286
-3% -$214K ﹤0.01% 758
2019
Q1 		$6.31M Buy
226,868
+40,611
+22% +$1.15M 0.01% 657
2018
Q4 		$5.35M Buy
186,257
+1,921
+1% +$50.3K 0.01% 664
2018
Q3 		$4.44M Buy
+184,336
New +$4.37M 0.01% 720
2018
Q2 		– Sell
-127,889
Closed -$2.09M – 1284
2018
Q1 		$2.09M Buy
127,889
+21,419
+20% +$337K ﹤0.01% 858
2017
Q4 		$1.45M Buy
+106,470
New +$1.51M ﹤0.01% 937

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

Schroder Investment Management Group's EVTC Position: Q2 2026 in Review

Schroder Investment Management Group increased its Evertec (EVTC) stake by 81% in Q2 2026, buying an estimated $1.45M and bringing the position to 122,206 shares worth $3.37M. The position accounts for ﹤0.01% of the portfolio, ranked #840.

Schroder Investment Management Group first reported a position in EVTC in Q4 2017 and has held it in 26 quarters since. The position peaked at $19.5M in Q2 2022. 254 funds tracked by Wall St. Rank hold EVTC as of Q2 2026.

  • Schroder Investment Management Group held 122,206 shares of Evertec worth $3.37M as of Q2 2026.
  • Schroder Investment Management Group bought 54,545 Evertec shares in Q2 2026, an estimated $1.45M.
  • Evertec made up ﹤0.01% of Schroder Investment Management Group's portfolio in Q2 2026, its #840 holding.
  • Schroder Investment Management Group first reported a position in Evertec in Q4 2017 and has held it in 26 quarters since.
  • Schroder Investment Management Group's Evertec position peaked at $19.5M in Q2 2022.
  • 254 funds tracked by Wall St. Rank held Evertec as of Q2 2026.

Based on Schroder Investment Management Group's 13F filing for Q2 2026, filed 13 Aug 2026.