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Steve Schonfeld’s Evertec EVTC Stock Holding History

Steve Schonfeld’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 		$395K Buy
+14,235
New +$378K ﹤0.01% 1911
2026
Q1 		– Sell
-7,726
Closed -$225K – 2354
2025
Q4 		$225K Sell
7,726
-322
-4% -$9.57K ﹤0.01% 1669
2025
Q3 		$272K Buy
+8,048
New +$281K ﹤0.01% 1864
2025
Q1 		– Sell
-19,160
Closed -$662K – 2275
2024
Q4 		$662K Sell
19,160
-21,290
-53% -$730K ﹤0.01% 1291
2024
Q3 		$1.37M Buy
+40,450
New +$1.35M 0.01% 1042
2023
Q1 		– Sell
-63,112
Closed -$2.04M – 2243
2022
Q4 		$2.04M Sell
63,112
-5,139
-8% -$169K 0.02% 811
2022
Q3 		$2.14M Buy
68,251
+33,791
+98% +$1.19M 0.02% 829
2022
Q2 		$1.27M Buy
34,460
+11,054
+47% +$422K 0.01% 912
2022
Q1 		$958K Sell
23,406
-19,394
-45% -$831K 0.01% 1016
2021
Q4 		$2.14M Buy
42,800
+700
+2% +$32.4K 0.02% 682
2021
Q3 		$1.92M Sell
42,100
-11,000
-21% -$496K 0.02% 727
2021
Q2 		$2.32M Buy
53,100
+11,300
+27% +$477K 0.02% 665
2021
Q1 		$1.56M Buy
41,800
+34,500
+473% +$1.3M 0.02% 741
2020
Q4 		$287K Sell
7,300
-4,867
-40% -$181K ﹤0.01% 1218
2020
Q3 		$422K Buy
+12,167
New +$391K 0.01% 971
2019
Q4 		– Sell
-35,400
Closed -$1.1M – 1348
2019
Q3 		$1.1M Buy
+35,400
New +$1.19M 0.03% 449
2019
Q2 		– Sell
-33,600
Closed -$934K – 1066
2019
Q1 		$934K Buy
+33,600
New +$950K 0.03% 517
2018
Q4 		– Sell
-9,500
Closed -$229K – 1116
2018
Q3 		$229K Buy
+9,500
New +$225K 0.01% 740
2018
Q2 		– Sell
-20,623
Closed -$338K – 819
2018
Q1 		$338K Buy
+20,623
New +$324K 0.03% 565
2017
Q4 		– Sell
-65,699
Closed -$1.04M – 770
2017
Q3 		$1.04M Buy
+65,699
New +$1.18M 0.1% 260

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

Steve Schonfeld's EVTC Position: Q2 2026 in Review

Steve Schonfeld opened a new position in Evertec (EVTC) in Q2 2026: 14,235 shares worth $395K. The stake represents ﹤0.01% of the portfolio and ranks #1911 among its holdings. This is a return to the name: Steve Schonfeld previously reported a position in EVTC as recently as Q4 2025.

Steve Schonfeld first reported a position in EVTC in Q3 2017 and has held it in 20 quarters since. The position peaked at $2.32M in Q2 2021. 251 funds tracked by Wall St. Rank hold EVTC as of Q2 2026.

  • Steve Schonfeld held 14,235 shares of Evertec worth $395K as of Q2 2026.
  • Evertec was a new Steve Schonfeld position in Q2 2026.
  • Evertec made up ﹤0.01% of Steve Schonfeld's portfolio in Q2 2026, its #1911 holding.
  • Steve Schonfeld first reported a position in Evertec in Q3 2017 and has held it in 20 quarters since.
  • Steve Schonfeld's Evertec position peaked at $2.32M in Q2 2021.
  • 251 funds tracked by Wall St. Rank held Evertec as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.