Cornerstone Planning Group
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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
Q3 		– Sell
-13
Closed -$381 – 651
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

Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 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
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Cornerstone Planning Group's EVTC Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Evertec (EVTC) in Q3 2026, closing a stake of 13 shares — an estimated $381 sold.

Cornerstone Planning Group first reported a position in EVTC in Q4 2025 and held it in 2 quarters. The position peaked at $690 in Q4 2025. 30 funds tracked by Wall St. Rank hold EVTC as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Evertec position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 13 Evertec shares in Q3 2026, an estimated $381.
  • Cornerstone Planning Group first reported a position in Evertec in Q4 2025 and held it in 2 quarters.
  • Cornerstone Planning Group's Evertec position peaked at $690 in Q4 2025.
  • 30 funds tracked by Wall St. Rank held Evertec as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.