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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
Q2 		$4.47K Sell
161
-108
-40% -$2.87K ﹤0.01% 2111
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
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

UMB Bank's EVTC Position: Q2 2026 in Review

UMB Bank reduced its Evertec (EVTC) stake by 40% in Q2 2026, selling an estimated $2.87K and leaving 161 shares worth $4.47K. The position accounts for ﹤0.01% of the portfolio, ranked #2111.

UMB Bank first reported a position in EVTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $17.9K in Q3 2025. 254 funds tracked by Wall St. Rank hold EVTC as of Q2 2026.

  • UMB Bank held 161 shares of Evertec worth $4.47K as of Q2 2026.
  • UMB Bank sold 108 Evertec shares in Q2 2026, an estimated $2.87K.
  • Evertec made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #2111 holding.
  • UMB Bank first reported a position in Evertec in Q1 2024 and has held it in 10 quarters since.
  • UMB Bank's Evertec position peaked at $17.9K in Q3 2025.
  • 254 funds tracked by Wall St. Rank held Evertec as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.