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Atria Investments’s Evertec EVTC Stock Holding History

Atria Investments’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 		– Sell
-8,184
Closed -$231K – 2159
2026
Q1 		$231K Buy
8,184
+29
+0.4% +$824 ﹤0.01% 1905
2025
Q4 		$237K Sell
8,155
-4,922
-38% -$146K ﹤0.01% 1879
2025
Q3 		$442K Sell
13,077
-646
-5% -$22.5K 0.01% 1490
2025
Q2 		$495K Buy
13,723
+2,798
+26% +$99.2K 0.01% 1424
2025
Q1 		$402K Buy
10,925
+1,361
+14% +$47K 0.01% 1468
2024
Q4 		$330K Sell
9,564
-1,496
-14% -$51.3K ﹤0.01% 1553
2024
Q3 		$375K Sell
11,060
-2,147
-16% -$71.6K ﹤0.01% 1485
2024
Q2 		$439K Buy
+13,207
New +$477K 0.01% 1367

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 $3.38T AUM 44.17% 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

Atria Investments's EVTC Position: Q2 2026 in Review

Atria Investments sold out of Evertec (EVTC) in Q2 2026, closing a stake of 8,184 shares — an estimated $231K sold.

Atria Investments first reported a position in EVTC in Q2 2024 and held it in 8 quarters. The position peaked at $495K in Q2 2025. 253 funds tracked by Wall St. Rank hold EVTC as of Q2 2026.

  • Atria Investments reported no remaining Evertec position as of Q2 2026 after selling out during the quarter.
  • Atria Investments sold 8,184 Evertec shares in Q2 2026, an estimated $231K.
  • Atria Investments first reported a position in Evertec in Q2 2024 and held it in 8 quarters.
  • Atria Investments's Evertec position peaked at $495K in Q2 2025.
  • 253 funds tracked by Wall St. Rank held Evertec as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.