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Cornerstone Planning Group’s Evertec EVTC Stock Holding History

Cornerstone Planning Group’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 		$381 Buy
+13
New +$346 ﹤0.01% 1757
2026
Q1 		– Sell
-24
Closed -$690 – 1852
2025
Q4 		$690 Buy
+24
New +$713 ﹤0.01% 1435

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

Cornerstone Planning Group's EVTC Position: Q2 2026 in Review

Cornerstone Planning Group opened a new position in Evertec (EVTC) in Q2 2026: 13 shares worth $381. The stake represents ﹤0.01% of the portfolio and ranks #1757 among its holdings. This is a return to the name: Cornerstone Planning Group previously reported a position in EVTC as recently as Q4 2025.

Cornerstone Planning Group first reported a position in EVTC in Q4 2025 and has held it in 2 quarters since. The position peaked at $690 in Q4 2025. 254 funds tracked by Wall St. Rank hold EVTC as of Q2 2026.

  • Cornerstone Planning Group held 13 shares of Evertec worth $381 as of Q2 2026.
  • Evertec was a new Cornerstone Planning Group position in Q2 2026.
  • Evertec made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1757 holding.
  • Cornerstone Planning Group first reported a position in Evertec in Q4 2025 and has held it in 2 quarters since.
  • Cornerstone Planning Group's Evertec position peaked at $690 in Q4 2025.
  • 254 funds tracked by Wall St. Rank held Evertec as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.