Solstein Capital’s Evertec EVTC Stock Holding History

Solstein Capital’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	$4.46K	Hold	158	–	–	﹤0.01%	377
2025 Q4	$4.6K	Hold	158	–	–	﹤0.01%	390
2025 Q3	$5.34K	Hold	158	–	–	﹤0.01%	375
2025 Q2	$5.7K	Hold	158	–	–	﹤0.01%	385
2025 Q1	$5.81K	Hold	158	–	–	﹤0.01%	266
2024 Q4	$5.46K	Hold	158	–	–	﹤0.01%	269
2024 Q3	$5.36K	Hold	158	–	–	﹤0.01%	271
2024 Q2	$5.25K	Hold	158	–	–	﹤0.01%	266
2024 Q1	$6.3K	Hold	158	–	–	﹤0.01%	260
2023 Q4	$6.47K	Hold	158	–	–	﹤0.01%	254
2023 Q3	$5.87K	Hold	158	–	–	0.01%	251
2023 Q2	$5.82K	Hold	158	–	–	﹤0.01%	251
2023 Q1	$5.33K	Hold	158	–	–	﹤0.01%	228
2022 Q4	$5.12K	Hold	158	–	–	﹤0.01%	239
2022 Q3	$5K	Hold	158	–	–	﹤0.01%	257
2022 Q2	$6K	Hold	158	–	–	﹤0.01%	287
2022 Q1	$6K	Hold	158	–	–	﹤0.01%	319
2021 Q4	$8K	Hold	158	–	–	﹤0.01%	335
2021 Q3	$7K	Hold	158	–	–	﹤0.01%	383
2021 Q2	$7K	Hold	158	–	–	0.01%	358
2021 Q1	$6K	Buy	+158	New	+$5.94K	0.01%	329

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