SignatureFD’s Evertec EVTC Stock Holding History

SignatureFD’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 Q1	$988	Hold	35	–	–	﹤0.01%	3216
2025 Q4	$1.02K	Hold	35	–	–	﹤0.01%	3118
2025 Q3	$1.18K	Hold	35	–	–	﹤0.01%	3052
2025 Q2	$1.26K	Hold	35	–	–	﹤0.01%	2971
2025 Q1	$1.29K	Hold	35	–	–	﹤0.01%	2989
2024 Q4	$1.21K	Hold	35	–	–	﹤0.01%	2989
2024 Q3	$1.19K	Sell	35 -32	-48%	-$1.07K	﹤0.01%	2964
2024 Q2	$2.23K	Sell	67 -16	-19%	-$578	﹤0.01%	2732
2024 Q1	$3.33K	Buy	83 +35	+73%	+$1.38K	﹤0.01%	2665
2023 Q4	$1.99K	Hold	48	–	–	﹤0.01%	2765
2023 Q3	$1.78K	Hold	48	–	–	﹤0.01%	2804
2023 Q2	$1.77K	Buy	+48	New	+$1.66K	﹤0.01%	2846
2022 Q4	–	Sell	-53	Closed	-$2K	–	3324
2022 Q3	$2K	Sell	53 -201	-79%	-$7.06K	﹤0.01%	2766
2022 Q2	$9K	Buy	254 +55	+28%	+$2.1K	﹤0.01%	2156
2022 Q1	$8K	Buy	199 +170	+586%	+$7.28K	﹤0.01%	2256
2021 Q4	$1K	Buy	+29	New	+$1.34K	﹤0.01%	2908

Other funds holding EVTC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return