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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
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

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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VPM
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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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