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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
Q2 		$5.45K Sell
196
-18
-8% -$478 ﹤0.01% 459
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 $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

Basepoint Wealth's EVTC Position: Q2 2026 in Review

Basepoint Wealth reduced its Evertec (EVTC) stake by 8.4% in Q2 2026, selling an estimated $478 and leaving 196 shares worth $5.45K. The position accounts for ﹤0.01% of the portfolio, ranked #459.

Basepoint Wealth first reported a position in EVTC in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.22K in Q4 2025. 253 funds tracked by Wall St. Rank hold EVTC as of Q2 2026.

  • Basepoint Wealth held 196 shares of Evertec worth $5.45K as of Q2 2026.
  • Basepoint Wealth sold 18 Evertec shares in Q2 2026, an estimated $478.
  • Evertec made up ﹤0.01% of Basepoint Wealth's portfolio in Q2 2026, its #459 holding.
  • Basepoint Wealth first reported a position in Evertec in Q4 2025 and has held it in 3 quarters since.
  • Basepoint Wealth's Evertec position peaked at $6.22K in Q4 2025.
  • 253 funds tracked by Wall St. Rank held Evertec as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.