UMB Bank’s Evertec EVTC Stock Holding History

UMB Bank’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	$7.59K	Sell	269 -149	-36%	-$4.23K	﹤0.01%	1947
2025 Q4	$12.2K	Sell	418 -113	-21%	-$3.36K	﹤0.01%	1743
2025 Q3	$17.9K	Buy	531 +109	+26%	+$3.8K	﹤0.01%	1480
2025 Q2	$15.2K	Sell	422 -24	-5%	-$851	﹤0.01%	1468
2025 Q1	$16.4K	Buy	446 +205	+85%	+$7.08K	﹤0.01%	1383
2024 Q4	$8.32K	Hold	241	–	–	﹤0.01%	1526
2024 Q3	$8.17K	Buy	241 +208	+630%	+$6.93K	﹤0.01%	1554
2024 Q2	$1.1K	Buy	33 +9	+38%	+$325	﹤0.01%	1954
2024 Q1	$958	Buy	+24	New	+$947	﹤0.01%	1795

Other funds holding EVTC

BlackRock New York $5.7T 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

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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