Blue Trust Inc
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Blue Trust Inc’s Evertec EVTC Stock Holding History

Blue Trust Inc’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
Q3 		$63.4K Sell
2,352
-81
-3% -$2.4K ﹤0.01% 1135
2026
Q2 		$67.6K Buy
2,433
+426
+21% +$11.3K ﹤0.01% 1215
2026
Q1 		$56.6K Buy
2,007
+1,049
+109% +$29.8K ﹤0.01% 1268
2025
Q4 		$27.9K Sell
958
-1,091
-53% -$32.4K ﹤0.01% 1569
2025
Q3 		$69.2K Buy
2,049
+91
+5% +$3.17K ﹤0.01% 1242
2025
Q2 		$70.6K Buy
1,958
+436
+29% +$15.5K ﹤0.01% 1209
2025
Q1 		$56K Buy
1,522
+429
+39% +$14.8K ﹤0.01% 1294
2024
Q4 		$37.7K Sell
1,093
-291
-21% -$10K ﹤0.01% 1432
2024
Q3 		$46K Buy
1,384
+58
+4% +$1.93K ﹤0.01% 1605
2024
Q2 		$52.9K Buy
1,326
+183
+16% +$6.61K ﹤0.01% 1229
2024
Q1 		$45.6K Sell
1,143
-11
-1% -$434 ﹤0.01% 948
2023
Q4 		$42K Buy
1,154
+154
+15% +$5.66K ﹤0.01% 1001
2023
Q3 		$37K Buy
1,000
+759
+315% +$29.6K ﹤0.01% 955
2023
Q2 		$9K Sell
241
-454
-65% -$15.7K ﹤0.01% 1333
2023
Q1 		$23K Buy
695
+129
+23% +$4.53K ﹤0.01% 1318
2022
Q4 		$18K Buy
566
+313
+124% +$10.3K ﹤0.01% 1323
2022
Q3 		$9K Sell
253
-3
-1% -$105 ﹤0.01% 1369
2022
Q2 		$10K Buy
+256
New +$9.8K ﹤0.01% 1200

Other funds holding EVTC

Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Fifth Third Wealth Advisors
Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Mitsubishi UFJ Asset Management (UK)
Mitsubishi UFJ Asset Management (UK) London, United Kingdom $213M AUM 36.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Blue Trust Inc's EVTC Position: Q3 2026 in Review

Blue Trust Inc reduced its Evertec (EVTC) stake by 3.3% in Q3 2026, selling an estimated $2.4K and leaving 2,352 shares worth $63.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1135.

Blue Trust Inc first reported a position in EVTC in Q2 2022 and has held it in 18 quarters since. The position peaked at $70.6K in Q2 2025. 42 funds tracked by Wall St. Rank hold EVTC as of Q3 2026.

  • Blue Trust Inc held 2,352 shares of Evertec worth $63.4K as of Q3 2026.
  • Blue Trust Inc sold 81 Evertec shares in Q3 2026, an estimated $2.4K.
  • Evertec made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1135 holding.
  • Blue Trust Inc first reported a position in Evertec in Q2 2022 and has held it in 18 quarters since.
  • Blue Trust Inc's Evertec position peaked at $70.6K in Q2 2025.
  • 42 funds tracked by Wall St. Rank held Evertec as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.