SVB Wealth’s Evertec EVTC Stock Holding History

SVB Wealth’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
2025 Q2	–	Sell	-44	Closed	-$1.62K	–	889
2025 Q1	$1.62K	Buy	+44	New	+$1.52K	﹤0.01%	1273

Other funds holding EVTC

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SVB Wealth's EVTC Position: Q2 2025 in Review

SVB Wealth sold out of Evertec (EVTC) in Q2 2025, closing a stake of 44 shares — an estimated $1.62K sold.

SVB Wealth first reported a position in EVTC in Q1 2025 and held it in 1 quarter. The position peaked at $1.62K in Q1 2025. 266 funds tracked by Wall St. Rank hold EVTC as of Q2 2025.

SVB Wealth reported no remaining Evertec position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 44 Evertec shares in Q2 2025, an estimated $1.62K.
SVB Wealth first reported a position in Evertec in Q1 2025 and held it in 1 quarter.
SVB Wealth's Evertec position peaked at $1.62K in Q1 2025.
266 funds tracked by Wall St. Rank held Evertec as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.