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Swiss Life Asset Management’s Evertec EVTC Stock Holding History

Swiss Life Asset Management’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 		$304K Buy
10,937
+1,007
+10% +$26.8K ﹤0.01% 1257
2026
Q1 		$280K Buy
9,930
+1,817
+22% +$51.6K ﹤0.01% 1157
2025
Q4 		$236K Buy
+8,113
New +$241K ﹤0.01% 1174

Other funds holding EVTC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
CCP
Clifford Capital Partners Alpine, Utah $727M AUM 28.47% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Swiss Life Asset Management's EVTC Position: Q2 2026 in Review

Swiss Life Asset Management increased its Evertec (EVTC) stake by 10% in Q2 2026, buying an estimated $26.8K and bringing the position to 10,937 shares worth $304K. The position accounts for ﹤0.01% of the portfolio, ranked #1257.

Swiss Life Asset Management first reported a position in EVTC in Q4 2025 and has held it in 3 quarters since. 157 funds tracked by Wall St. Rank hold EVTC as of Q2 2026.

  • Swiss Life Asset Management held 10,937 shares of Evertec worth $304K as of Q2 2026.
  • Swiss Life Asset Management bought 1,007 Evertec shares in Q2 2026, an estimated $26.8K.
  • Evertec made up ﹤0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #1257 holding.
  • Swiss Life Asset Management first reported a position in Evertec in Q4 2025 and has held it in 3 quarters since.
  • 157 funds tracked by Wall St. Rank held Evertec as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.