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Basepoint Wealth’s Evertec EVTC Stock Holding History

Basepoint Wealth’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
Q1 		$6.04K Hold
214
– – ﹤0.01% 465
2025
Q4 		$6.22K Buy
+214
New +$6.36K ﹤0.01% 438

Other funds holding EVTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Basepoint Wealth's EVTC Position: Q1 2026 in Review

Basepoint Wealth held its Evertec (EVTC) position steady in Q1 2026 at 214 shares worth $6.04K. The position accounts for ﹤0.01% of the portfolio, ranked #465.

Basepoint Wealth first reported a position in EVTC in Q4 2025 and has held it in 2 quarters since. The position peaked at $6.22K in Q4 2025. 261 funds tracked by Wall St. Rank hold EVTC as of Q1 2026.

  • Basepoint Wealth held 214 shares of Evertec worth $6.04K as of Q1 2026.
  • Basepoint Wealth left its Evertec share count unchanged in Q1 2026.
  • Evertec made up ﹤0.01% of Basepoint Wealth's portfolio in Q1 2026, its #465 holding.
  • Basepoint Wealth first reported a position in Evertec in Q4 2025 and has held it in 2 quarters since.
  • Basepoint Wealth's Evertec position peaked at $6.22K in Q4 2025.
  • 261 funds tracked by Wall St. Rank held Evertec as of Q1 2026.

Based on Basepoint Wealth's 13F filing for Q1 2026, filed 7 May 2026.