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Avior Wealth Management’s Evertec EVTC Stock Holding History

Avior 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 		– Sell
-19,669
Closed -$555K – 826
2026
Q1 		$555K Sell
19,669
-1,396
-7% -$39.7K 0.02% 502
2025
Q4 		$613K Sell
21,065
-4,086
-16% -$121K 0.02% 416
2025
Q3 		$850K Hold
25,151
– – 0.03% 331
2025
Q2 		$907K Sell
25,151
-88
-0.3% -$3.12K 0.03% 310
2025
Q1 		$928K Hold
25,239
– – 0.04% 281
2024
Q4 		$872K Sell
25,239
-2,073
-8% -$71.1K 0.03% 309
2024
Q3 		$926K Buy
27,312
+113
+0.4% +$3.77K 0.04% 303
2024
Q2 		$904K Buy
27,199
+8,115
+43% +$293K 0.04% 292
2024
Q1 		$761K Sell
19,084
-8,001
-30% -$316K 0.04% 347
2023
Q4 		$1.11M Hold
27,085
– – 0.07% 192
2023
Q3 		$1.01M Hold
27,085
– – 0.07% 187
2023
Q2 		$998K Sell
27,085
-2,994
-10% -$104K 0.06% 202
2023
Q1 		$1.02M Hold
30,079
– – 0.07% 202
2022
Q4 		$974K Hold
30,079
– – 0.07% 192
2022
Q3 		$942K Buy
30,079
+3,484
+13% +$122K 0.08% 175
2022
Q2 		$980K Hold
26,595
– – 0.1% 148
2022
Q1 		$1.09M Buy
26,595
+3,069
+13% +$131K 0.09% 154
2021
Q4 		$1.18M Hold
23,526
– – 0.1% 165
2021
Q3 		$1.07M Hold
23,526
– – 0.09% 173
2021
Q2 		$1.03M Sell
23,526
-3,376
-13% -$143K 0.1% 175
2021
Q1 		$1M Hold
26,902
– – 0.11% 172
2020
Q4 		$1.06M Buy
26,902
+9,764
+57% +$363K 0.13% 148
2020
Q3 		$594K Buy
+17,138
New +$551K 0.08% 205

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

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

Avior Wealth Management sold out of Evertec (EVTC) in Q2 2026, closing a stake of 19,669 shares — an estimated $555K sold.

Avior Wealth Management first reported a position in EVTC in Q3 2020 and held it in 23 quarters. The position peaked at $1.18M in Q4 2021. 253 funds tracked by Wall St. Rank hold EVTC as of Q2 2026.

  • Avior Wealth Management reported no remaining Evertec position as of Q2 2026 after selling out during the quarter.
  • Avior Wealth Management sold 19,669 Evertec shares in Q2 2026, an estimated $555K.
  • Avior Wealth Management first reported a position in Evertec in Q3 2020 and held it in 23 quarters.
  • Avior Wealth Management's Evertec position peaked at $1.18M in Q4 2021.
  • 253 funds tracked by Wall St. Rank held Evertec as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.