Simplex Trading
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Simplex Trading’s Evertec EVTC Stock Holding History

Simplex Trading’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
2023
Q2 		– Sell
-300
Closed -$10K – 9223
2023
Q1 		$10K Sell
300
-4,600
-94% -$162K ﹤0.01% 7537
2022
Q4 		$158K Buy
4,900
+100
+2% +$3.29K ﹤0.01% 4522
2022
Q3 		$150K Buy
+4,800
New +$169K ﹤0.01% 4984
2022
Q1 		– Sell
-100
Closed -$4K – 10653
2021
Q4 		$4K Buy
+100
New +$4.63K ﹤0.01% 9663
2021
Q2 		– Sell
-8
Closed -$29K – 10196
2021
Q1 		$29K Sell
8
-23
-74% -$865 ﹤0.01% 7149
2020
Q4 		$121K Buy
+31
New +$1.15K ﹤0.01% 5245
2020
Q3 		– Sell
-4
Closed -$11K – 7966
2020
Q2 		$11K Hold
4
– – ﹤0.01% 6589
2020
Q1 		$9K Buy
4
+2
+100% +$61 ﹤0.01% 6531
2019
Q4 		$6K Sell
2
-3
-60% -$95 ﹤0.01% 6613
2019
Q3 		$15K Buy
5
+3
+150% +$101 ﹤0.01% 6002
2019
Q2 		$6K Sell
2
-2
-50% -$59 ﹤0.01% 6354
2019
Q1 		$11K Buy
+4
New +$113 ﹤0.01% 6091
2015
Q4 		– Sell
-12
Closed -$2K – 5575
2015
Q3 		$2K Sell
12
-15
-56% -$284 ﹤0.01% 4619
2015
Q2 		$1K Buy
+27
New +$594 ﹤0.01% 4631

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

Simplex Trading's EVTC Position: Q2 2026 in Review

Simplex Trading increased its Evertec (EVTC) stake by 617% in Q2 2026, buying an estimated $297K and bringing the position to 12,973 shares worth $360K. The position accounts for ﹤0.01% of the portfolio, ranked #4002.

Simplex Trading first reported a position in EVTC in Q1 2015 and has held it in 19 quarters since. 254 funds tracked by Wall St. Rank hold EVTC as of Q2 2026.

  • Simplex Trading held 12,973 shares of Evertec worth $360K as of Q2 2026.
  • Simplex Trading bought 11,163 Evertec shares in Q2 2026, an estimated $297K.
  • Evertec made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #4002 holding.
  • Simplex Trading first reported a position in Evertec in Q1 2015 and has held it in 19 quarters since.
  • 254 funds tracked by Wall St. Rank held Evertec as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.