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Steward Partners Investment Advisory’s Evertec EVTC Stock Holding History

Steward Partners Investment Advisory’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 		$14.9K Hold
538
– – ﹤0.01% 3532
2026
Q1 		$15.2K Sell
538
-68
-11% -$1.93K ﹤0.01% 3365
2025
Q4 		$17.6K Hold
606
– – ﹤0.01% 3189
2025
Q3 		$20.5K Buy
606
+537
+778% +$18.7K ﹤0.01% 3082
2025
Q2 		$2.49K Hold
69
– – ﹤0.01% 3692
2025
Q1 		$2.54K Hold
69
– – ﹤0.01% 3591
2024
Q4 		$2.38K Buy
+69
New +$2.37K ﹤0.01% 3594
2024
Q3 		– Sell
-49
Closed -$1.63K – 3776
2024
Q2 		$1.63K Sell
49
-58
-54% -$2.1K ﹤0.01% 3320
2024
Q1 		$4.27K Buy
+107
New +$4.22K ﹤0.01% 3088
2022
Q4 		– Sell
-133
Closed -$4K – 3396
2022
Q3 		$4K Hold
133
– – ﹤0.01% 2841
2022
Q2 		$5K Sell
133
-377
-74% -$14.4K ﹤0.01% 2763
2022
Q1 		$21K Buy
+510
New +$21.8K ﹤0.01% 2331

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 $3.38T AUM 44.17% 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

Steward Partners Investment Advisory's EVTC Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Evertec (EVTC) position steady in Q2 2026 at 538 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3532.

Steward Partners Investment Advisory first reported a position in EVTC in Q1 2022 and has held it in 12 quarters since. The position peaked at $21K in Q1 2022. 253 funds tracked by Wall St. Rank hold EVTC as of Q2 2026.

  • Steward Partners Investment Advisory held 538 shares of Evertec worth $14.9K as of Q2 2026.
  • Steward Partners Investment Advisory left its Evertec share count unchanged in Q2 2026.
  • Evertec made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3532 holding.
  • Steward Partners Investment Advisory first reported a position in Evertec in Q1 2022 and has held it in 12 quarters since.
  • Steward Partners Investment Advisory's Evertec position peaked at $21K in Q1 2022.
  • 253 funds tracked by Wall St. Rank held Evertec as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.