SAM
EVTC icon

Smartleaf Asset Management’s Evertec EVTC Stock Holding History

Smartleaf Asset 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 		$14.5K Hold
526
– – ﹤0.01% 2177
2026
Q1 		$14.7K Sell
526
-214
-29% -$6.08K ﹤0.01% 2129
2025
Q4 		$21.5K Sell
740
-1,056
-59% -$31.4K ﹤0.01% 1987
2025
Q3 		$61.8K Buy
1,796
+517
+40% +$18K ﹤0.01% 1296
2025
Q2 		$45.9K Buy
1,279
+213
+20% +$7.55K ﹤0.01% 1203
2025
Q1 		$39.1K Sell
1,066
-127
-11% -$4.39K ﹤0.01% 1276
2024
Q4 		$40.9K Buy
1,193
+794
+199% +$27.2K ﹤0.01% 1265
2024
Q3 		$13.5K Sell
399
-69
-15% -$2.3K ﹤0.01% 1572
2024
Q2 		$15.5K Buy
+468
New +$16.9K ﹤0.01% 1151

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

Smartleaf Asset Management's EVTC Position: Q2 2026 in Review

Smartleaf Asset Management held its Evertec (EVTC) position steady in Q2 2026 at 526 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2177.

Smartleaf Asset Management first reported a position in EVTC in Q2 2024 and has held it in 9 quarters since. The position peaked at $61.8K in Q3 2025. 253 funds tracked by Wall St. Rank hold EVTC as of Q2 2026.

  • Smartleaf Asset Management held 526 shares of Evertec worth $14.5K as of Q2 2026.
  • Smartleaf Asset Management left its Evertec share count unchanged in Q2 2026.
  • Evertec made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #2177 holding.
  • Smartleaf Asset Management first reported a position in Evertec in Q2 2024 and has held it in 9 quarters since.
  • Smartleaf Asset Management's Evertec position peaked at $61.8K in Q3 2025.
  • 253 funds tracked by Wall St. Rank held Evertec as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.