Stifel Financial
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Stifel Financial’s Evertec EVTC Stock Holding History

Stifel Financial’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 		$3.43M Buy
123,452
+18,456
+18% +$491K ﹤0.01% 1663
2026
Q1 		$2.96M Sell
104,996
-9,236
-8% -$262K ﹤0.01% 1678
2025
Q4 		$3.32M Buy
114,232
+33,415
+41% +$993K ﹤0.01% 1579
2025
Q3 		$2.73M Sell
80,817
-2,945
-4% -$103K ﹤0.01% 1683
2025
Q2 		$3.02M Buy
83,762
+928
+1% +$32.9K ﹤0.01% 1548
2025
Q1 		$3.05M Sell
82,834
-9,313
-10% -$322K ﹤0.01% 1470
2024
Q4 		$3.18M Sell
92,147
-6,619
-7% -$227K ﹤0.01% 1471
2024
Q3 		$3.35M Sell
98,766
-32,665
-25% -$1.09M ﹤0.01% 1438
2024
Q2 		$4.37M Sell
131,431
-1,889
-1% -$68.3K ﹤0.01% 1224
2024
Q1 		$5.32M Sell
133,320
-223
-0.2% -$8.8K 0.01% 1109
2023
Q4 		$5.47M Sell
133,543
-282
-0.2% -$10.4K 0.01% 1057
2023
Q3 		$4.98M Buy
133,825
+8,168
+7% +$318K 0.01% 1036
2023
Q2 		$4.63M Sell
125,657
-1,499
-1% -$52K 0.01% 1082
2023
Q1 		$4.29M Buy
127,156
+1,952
+2% +$68.6K 0.01% 1106
2022
Q4 		$4.05M Sell
125,204
-9,637
-7% -$317K 0.01% 1095
2022
Q3 		$4.23M Sell
134,841
-2,745
-2% -$96.4K 0.01% 1025
2022
Q2 		$5.07M Sell
137,586
-3,839
-3% -$147K 0.01% 968
2022
Q1 		$5.79M Buy
141,425
+24,417
+21% +$1.05M 0.01% 982
2021
Q4 		$5.85M Buy
117,008
+38,003
+48% +$1.76M 0.01% 983
2021
Q3 		$3.61M Sell
79,005
-363
-0.5% -$16.4K 0.01% 1202
2021
Q2 		$3.46M Buy
79,368
+6,059
+8% +$256K 0.01% 1232
2021
Q1 		$2.73M Buy
73,309
+1,007
+1% +$37.9K ﹤0.01% 1326
2020
Q4 		$2.84M Buy
+72,302
New +$2.69M 0.01% 1167

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

Stifel Financial's EVTC Position: Q2 2026 in Review

Stifel Financial increased its Evertec (EVTC) stake by 18% in Q2 2026, buying an estimated $491K and bringing the position to 123,452 shares worth $3.43M. The position accounts for ﹤0.01% of the portfolio, ranked #1663.

Stifel Financial first reported a position in EVTC in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.85M in Q4 2021. 253 funds tracked by Wall St. Rank hold EVTC as of Q2 2026.

  • Stifel Financial held 123,452 shares of Evertec worth $3.43M as of Q2 2026.
  • Stifel Financial bought 18,456 Evertec shares in Q2 2026, an estimated $491K.
  • Evertec made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1663 holding.
  • Stifel Financial first reported a position in Evertec in Q4 2020 and has held it in 23 quarters since.
  • Stifel Financial's Evertec position peaked at $5.85M in Q4 2021.
  • 253 funds tracked by Wall St. Rank held Evertec as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.