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 $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

UBS Group's EVTC Position: Q2 2026 in Review

UBS Group reduced its Evertec (EVTC) stake by 45% in Q2 2026, selling an estimated $2.88M and leaving 130,772 shares worth $3.63M. The position accounts for ﹤0.01% of the portfolio, ranked #4496.

UBS Group first reported a position in EVTC in Q4 2014 and has held it in 47 quarters since. The position peaked at $9.69M in Q4 2019. 253 funds tracked by Wall St. Rank hold EVTC as of Q2 2026.

  • UBS Group held 130,772 shares of Evertec worth $3.63M as of Q2 2026.
  • UBS Group sold 108,249 Evertec shares in Q2 2026, an estimated $2.88M.
  • Evertec made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #4496 holding.
  • UBS Group first reported a position in Evertec in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's Evertec position peaked at $9.69M in Q4 2019.
  • 253 funds tracked by Wall St. Rank held Evertec as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.