Schwerin Boyle Capital Management’s Evertec EVTC Stock Holding History

Schwerin Boyle Capital Management’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	$5.41M	Hold	194,727	–	–	0.66%	40
2026 Q1	$5.5M	Sell	194,727 -22,823	-10%	-$648K	0.7%	39
2025 Q4	$6.33M	Hold	217,550	–	–	0.69%	37
2025 Q3	$7.35M	Hold	217,550	–	–	0.8%	37
2025 Q2	$7.84M	Hold	217,550	–	–	0.87%	36
2025 Q1	$8M	Hold	217,550	–	–	0.82%	33
2024 Q4	$7.51M	Hold	217,550	–	–	0.77%	33
2024 Q3	$7.37M	Hold	217,550	–	–	0.77%	32
2024 Q2	$7.23M	Hold	217,550	–	–	0.76%	33
2024 Q1	$8.68M	Hold	217,550	–	–	0.86%	31
2023 Q4	$8.91M	Sell	217,550 -36,250	-14%	-$1.33M	1%	29
2023 Q3	$9.44M	Hold	253,800	–	–	1.11%	29
2023 Q2	$9.35M	Hold	253,800	–	–	0.88%	31
2023 Q1	$8.57M	Hold	253,800	–	–	0.88%	31
2022 Q4	$8.22M	Hold	253,800	–	–	0.83%	31
2022 Q3	$7.96M	Hold	253,800	–	–	0.87%	31
2022 Q2	$9.36M	Hold	253,800	–	–	0.96%	29
2022 Q1	$10.4M	Hold	253,800	–	–	0.87%	31
2021 Q4	$12.7M	Hold	253,800	–	–	1.03%	25
2021 Q3	$11.6M	Hold	253,800	–	–	0.98%	25
2021 Q2	$11.1M	Hold	253,800	–	–	0.91%	29
2021 Q1	$9.45M	Sell	253,800 -132,000	-34%	-$4.97M	0.84%	31
2020 Q4	$15.2M	Sell	385,800 -20,000	-5%	-$743K	1.41%	23
2020 Q3	$14.1M	Hold	405,800	–	–	1.62%	19
2020 Q2	$11.4M	Hold	405,800	–	–	1.43%	23
2020 Q1	$9.22M	Hold	405,800	–	–	1.29%	25
2019 Q4	$13.8M	Hold	405,800	–	–	1.32%	28
2019 Q3	$12.7M	Hold	405,800	–	–	1.31%	24
2019 Q2	$13.3M	Hold	405,800	–	–	1.39%	22
2019 Q1	$11.3M	Hold	405,800	–	–	1.24%	26
2018 Q4	$11.6M	Hold	405,800	–	–	1.46%	23
2018 Q3	$9.78M	Hold	405,800	–	–	1.04%	32
2018 Q2	$8.87M	Hold	405,800	–	–	0.97%	31
2018 Q1	$6.63M	Buy	+405,800	New	+$6.38M	0.73%	38

Other funds holding EVTC

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Schwerin Boyle Capital Management's EVTC Position: Q2 2026 in Review

Schwerin Boyle Capital Management held its Evertec (EVTC) position steady in Q2 2026 at 194,727 shares worth $5.41M. The position accounts for 0.66% of the portfolio, ranked #40.

Schwerin Boyle Capital Management first reported a position in EVTC in Q1 2018 and has held it in 34 quarters since. The position peaked at $15.2M in Q4 2020. 253 funds tracked by Wall St. Rank hold EVTC as of Q2 2026.

Schwerin Boyle Capital Management held 194,727 shares of Evertec worth $5.41M as of Q2 2026.
Schwerin Boyle Capital Management left its Evertec share count unchanged in Q2 2026.
Evertec made up 0.66% of Schwerin Boyle Capital Management's portfolio in Q2 2026, its #40 holding.
Schwerin Boyle Capital Management first reported a position in Evertec in Q1 2018 and has held it in 34 quarters since.
Schwerin Boyle Capital Management's Evertec position peaked at $15.2M in Q4 2020.
253 funds tracked by Wall St. Rank held Evertec as of Q2 2026.

Based on Schwerin Boyle Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.