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Sunbelt Securities’s Evertec EVTC Stock Holding History

Sunbelt Securities’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 		$310 Sell
11
-5
-31% -$142 ﹤0.01% 2403
2025
Q4 		$465 Buy
+16
New +$475 ﹤0.01% 2257

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Kayne Anderson Rudnick Investment Management
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Vanguard Capital Management
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State Street
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Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sunbelt Securities's EVTC Position: Q1 2026 in Review

Sunbelt Securities reduced its Evertec (EVTC) stake by 31% in Q1 2026, selling an estimated $142 and leaving 11 shares worth $310. The position accounts for ﹤0.01% of the portfolio, ranked #2403.

Sunbelt Securities first reported a position in EVTC in Q4 2025 and has held it in 2 quarters since. The position peaked at $465 in Q4 2025. 261 funds tracked by Wall St. Rank hold EVTC as of Q1 2026.

  • Sunbelt Securities held 11 shares of Evertec worth $310 as of Q1 2026.
  • Sunbelt Securities sold 5 Evertec shares in Q1 2026, an estimated $142.
  • Evertec made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2403 holding.
  • Sunbelt Securities first reported a position in Evertec in Q4 2025 and has held it in 2 quarters since.
  • Sunbelt Securities's Evertec position peaked at $465 in Q4 2025.
  • 261 funds tracked by Wall St. Rank held Evertec as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.