Abound Wealth Management’s Evertec EVTC Stock Holding History

Abound Wealth 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	$139	Hold	5	–	–	﹤0.01%	1212
2026 Q1	$142	Hold	5	–	–	﹤0.01%	1330
2025 Q4	$146	Hold	5	–	–	﹤0.01%	1297
2025 Q3	$169	Hold	5	–	–	﹤0.01%	1173
2025 Q2	$181	Sell	5 -1	-17%	-$35	﹤0.01%	1077
2025 Q1	$221	Hold	6	–	–	﹤0.01%	951
2024 Q4	$208	Hold	6	–	–	﹤0.01%	1050
2024 Q3	$204	Sell	6 -7	-54%	-$233	﹤0.01%	1152
2024 Q2	$433	Hold	13	–	–	﹤0.01%	872
2024 Q1	$519	Hold	13	–	–	﹤0.01%	887
2023 Q4	$533	Buy	13 +3	+30%	+$110	﹤0.01%	901
2023 Q3	$372	Hold	10	–	–	﹤0.01%	919
2023 Q2	$369	Buy	+10	New	+$347	﹤0.01%	963

Other funds holding EVTC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Abound Wealth Management's EVTC Position: Q2 2026 in Review

Abound Wealth Management held its Evertec (EVTC) position steady in Q2 2026 at 5 shares worth $139. The position accounts for ﹤0.01% of the portfolio, ranked #1212.

Abound Wealth Management first reported a position in EVTC in Q2 2023 and has held it in 13 quarters since. The position peaked at $533 in Q4 2023. 254 funds tracked by Wall St. Rank hold EVTC as of Q2 2026.

Abound Wealth Management held 5 shares of Evertec worth $139 as of Q2 2026.
Abound Wealth Management left its Evertec share count unchanged in Q2 2026.
Evertec made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #1212 holding.
Abound Wealth Management first reported a position in Evertec in Q2 2023 and has held it in 13 quarters since.
Abound Wealth Management's Evertec position peaked at $533 in Q4 2023.
254 funds tracked by Wall St. Rank held Evertec as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.