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Pinnacle Wealth Planning Services’s Evertec EVTC Stock Holding History

Pinnacle Wealth Planning Services’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 		$4.72K Sell
170
-1,262
-88% -$33.5K ﹤0.01% 2312
2026
Q1 		$40.4K Buy
1,432
+695
+94% +$19.7K ﹤0.01% 1320
2025
Q4 		$21.4K Buy
+737
New +$21.9K ﹤0.01% 1681
2021
Q1 		– Sell
-1,137
Closed -$45K – 872
2020
Q4 		$45K Buy
+1,137
New +$42.2K 0.01% 844

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

Pinnacle Wealth Planning Services's EVTC Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Evertec (EVTC) stake by 88% in Q2 2026, selling an estimated $33.5K and leaving 170 shares worth $4.72K. The position accounts for ﹤0.01% of the portfolio, ranked #2312.

Pinnacle Wealth Planning Services first reported a position in EVTC in Q4 2020 and has held it in 4 quarters since. The position peaked at $45K in Q4 2020. 254 funds tracked by Wall St. Rank hold EVTC as of Q2 2026.

  • Pinnacle Wealth Planning Services held 170 shares of Evertec worth $4.72K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 1,262 Evertec shares in Q2 2026, an estimated $33.5K.
  • Evertec made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2312 holding.
  • Pinnacle Wealth Planning Services first reported a position in Evertec in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Evertec position peaked at $45K in Q4 2020.
  • 254 funds tracked by Wall St. Rank held Evertec as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.