Counterpoint Mutual Funds
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Counterpoint Mutual Funds’s Evertec EVTC Stock Holding History

Counterpoint Mutual Funds’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
-20,207
Closed -$561K – 379
2026
Q2 		$561K Hold
20,207
– – 0.06% 153
2026
Q1 		$570K Buy
+20,207
New +$574K 0.09% 119
2023
Q2 		– Sell
-2,998
Closed -$101K – 363
2023
Q1 		$101K Sell
2,998
-920
-23% -$32.3K 0.09% 259
2022
Q4 		$127K Buy
+3,918
New +$129K 0.13% 188

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

Counterpoint Mutual Funds's EVTC Position: Q3 2026 in Review

Counterpoint Mutual Funds sold out of Evertec (EVTC) in Q3 2026, closing a stake of 20,207 shares — an estimated $561K sold.

Counterpoint Mutual Funds first reported a position in EVTC in Q4 2022 and held it in 4 quarters. The position peaked at $570K in Q1 2026. 42 funds tracked by Wall St. Rank hold EVTC as of Q3 2026.

  • Counterpoint Mutual Funds reported no remaining Evertec position as of Q3 2026 after selling out during the quarter.
  • Counterpoint Mutual Funds sold 20,207 Evertec shares in Q3 2026, an estimated $561K.
  • Counterpoint Mutual Funds first reported a position in Evertec in Q4 2022 and held it in 4 quarters.
  • Counterpoint Mutual Funds's Evertec position peaked at $570K in Q1 2026.
  • 42 funds tracked by Wall St. Rank held Evertec as of Q3 2026.

Based on Counterpoint Mutual Funds's 13F filing for Q3 2026, filed 16 Oct 2026.