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MAI Capital Management’s Evertec EVTC Stock Holding History

MAI Capital 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
-80
Closed -$2.26K – 2907
2026
Q1 		$2.26K Buy
80
+74
+1,233% +$2.1K ﹤0.01% 3873
2025
Q4 		$175 Buy
+6
New +$178 ﹤0.01% 4081
2025
Q3 		– Sell
-39
Closed -$1.41K – 3917
2025
Q2 		$1.41K Buy
+39
New +$1.38K ﹤0.01% 3527

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

MAI Capital Management's EVTC Position: Q2 2026 in Review

MAI Capital Management sold out of Evertec (EVTC) in Q2 2026, closing a stake of 80 shares — an estimated $2.26K sold.

MAI Capital Management first reported a position in EVTC in Q2 2025 and held it in 3 quarters. The position peaked at $2.26K in Q1 2026. 252 funds tracked by Wall St. Rank hold EVTC as of Q2 2026.

  • MAI Capital Management reported no remaining Evertec position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 80 Evertec shares in Q2 2026, an estimated $2.26K.
  • MAI Capital Management first reported a position in Evertec in Q2 2025 and held it in 3 quarters.
  • MAI Capital Management's Evertec position peaked at $2.26K in Q1 2026.
  • 252 funds tracked by Wall St. Rank held Evertec as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.