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Stephens Consulting’s Evertec EVTC Stock Holding History

Stephens Consulting’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
2025
Q2 		– Sell
-10
Closed -$368 – 1453
2025
Q1 		$368 Buy
+10
New +$345 ﹤0.01% 1215
2022
Q1 		– Sell
-59
Closed -$2.95K – 604
2021
Q4 		$2.95K Buy
+59
New +$2.73K ﹤0.01% 566

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Vanguard Group
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

Stephens Consulting's EVTC Position: Q2 2025 in Review

Stephens Consulting sold out of Evertec (EVTC) in Q2 2025, closing a stake of 10 shares — an estimated $368 sold.

Stephens Consulting first reported a position in EVTC in Q4 2021 and held it in 2 quarters. The position peaked at $2.95K in Q4 2021. 266 funds tracked by Wall St. Rank hold EVTC as of Q2 2025.

  • Stephens Consulting reported no remaining Evertec position as of Q2 2025 after selling out during the quarter.
  • Stephens Consulting sold 10 Evertec shares in Q2 2025, an estimated $368.
  • Stephens Consulting first reported a position in Evertec in Q4 2021 and held it in 2 quarters.
  • Stephens Consulting's Evertec position peaked at $2.95K in Q4 2021.
  • 266 funds tracked by Wall St. Rank held Evertec as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.