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Wealth Preservation Advisors’s Evertec EVTC Stock Holding History

Wealth Preservation 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
-36
Closed -$1.02K – 354
2026
Q1 		$1.02K Buy
+36
New +$1.02K ﹤0.01% 691

Other funds holding EVTC

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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

Wealth Preservation Advisors's EVTC Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Evertec (EVTC) in Q2 2026, closing a stake of 36 shares — an estimated $1.02K sold.

Wealth Preservation Advisors first reported a position in EVTC in Q1 2026 and held it in 1 quarter. The position peaked at $1.02K in Q1 2026. 252 funds tracked by Wall St. Rank hold EVTC as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Evertec position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 36 Evertec shares in Q2 2026, an estimated $1.02K.
  • Wealth Preservation Advisors first reported a position in Evertec in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Evertec position peaked at $1.02K in Q1 2026.
  • 252 funds tracked by Wall St. Rank held Evertec as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.