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Twin Peaks Wealth Advisors’s Evertec EVTC Stock Holding History

Twin Peaks Wealth Advisors’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
-22
Closed -$621 – 860
2026
Q1 		$621 Buy
+22
New +$625 ﹤0.01% 1995
2025
Q3 		– Sell
-184
Closed -$6.71K – 784
2025
Q2 		$6.71K Buy
+184
New +$6.52K ﹤0.01% 1141

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

Twin Peaks Wealth Advisors's EVTC Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Evertec (EVTC) in Q2 2026, closing a stake of 22 shares — an estimated $621 sold.

Twin Peaks Wealth Advisors first reported a position in EVTC in Q2 2025 and held it in 2 quarters. The position peaked at $6.71K in Q2 2025. 253 funds tracked by Wall St. Rank hold EVTC as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Evertec position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 22 Evertec shares in Q2 2026, an estimated $621.
  • Twin Peaks Wealth Advisors first reported a position in Evertec in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Evertec position peaked at $6.71K in Q2 2025.
  • 253 funds tracked by Wall St. Rank held Evertec as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.