UBS Group
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UBS Group’s Evertec EVTC Stock Holding History

UBS Group’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
2019
Q2 		– Sell
-40,000
Closed -$1.11M – 7941
2019
Q1 		$1.11M Buy
+40,000
New +$1.13M ﹤0.01% 3495

Other funds holding EVTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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

UBS Group's EVTC Position: Q1 2026 in Review

UBS Group increased its Evertec (EVTC) stake by 124% in Q1 2026, buying an estimated $3.76M and bringing the position to 239,021 shares worth $6.75M. The position accounts for ﹤0.01% of the portfolio, ranked #3759.

UBS Group first reported a position in EVTC in Q4 2014 and has held it in 46 quarters since. The position peaked at $9.69M in Q4 2019. 261 funds tracked by Wall St. Rank hold EVTC as of Q1 2026.

  • UBS Group held 239,021 shares of Evertec worth $6.75M as of Q1 2026.
  • UBS Group bought 132,512 Evertec shares in Q1 2026, an estimated $3.76M.
  • Evertec made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #3759 holding.
  • UBS Group first reported a position in Evertec in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Evertec position peaked at $9.69M in Q4 2019.
  • 261 funds tracked by Wall St. Rank held Evertec as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.