Covestor
EVTC icon

Covestor’s Evertec EVTC Stock Holding History

Covestor’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 		$1K Buy
48
+2
+4% +$59 ﹤0.01% 2083
2026
Q2 		$1K Buy
46
+31
+207% +$824 ﹤0.01% 2139
2026
Q1 		$0 Sell
15
-30
-67% -$852 ﹤0.01% 2398
2025
Q4 		$1K Sell
45
-13
-22% -$386 ﹤0.01% 2045
2025
Q3 		$2K Buy
58
+14
+32% +$488 ﹤0.01% 1936
2025
Q2 		$2K Buy
44
+40
+1,000% +$1.42K ﹤0.01% 1843
2025
Q1 		$0 Hold
4
– – ﹤0.01% 2364
2024
Q4 		$0 Buy
4
+1
+33% +$34 ﹤0.01% 2371
2024
Q3 		$0 Hold
3
– – ﹤0.01% 2362
2024
Q2 		$0 Sell
3
-229
-99% -$8.28K ﹤0.01% 2374
2024
Q1 		$9K Sell
232
-1,213
-84% -$47.8K 0.01% 1644
2023
Q4 		$59K Buy
1,445
+359
+33% +$13.2K 0.04% 772
2023
Q3 		$41K Sell
1,086
-510
-32% -$19.9K 0.03% 853
2023
Q2 		$58K Buy
1,596
+174
+12% +$6.03K 0.04% 721
2023
Q1 		$48K Buy
1,422
+1,418
+35,450% +$49.8K 0.04% 726
2022
Q4 		$0 Hold
4
– – ﹤0.01% 2201
2022
Q3 		$0 Buy
+4
New +$140 ﹤0.01% 2151

Other funds holding EVTC

Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Bridge City Capital
Bridge City Capital Lake Oswego, Oregon $480M AUM 47.16% 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

Covestor's EVTC Position: Q3 2026 in Review

Covestor increased its Evertec (EVTC) stake by 4.3% in Q3 2026, buying an estimated $59 and bringing the position to 48 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2083.

Covestor first reported a position in EVTC in Q3 2022 and has held it in 17 quarters since. The position peaked at $59K in Q4 2023. 63 funds tracked by Wall St. Rank hold EVTC as of Q3 2026.

  • Covestor held 48 shares of Evertec worth $1K as of Q3 2026.
  • Covestor bought 2 Evertec shares in Q3 2026, an estimated $59.
  • Evertec made up ﹤0.01% of Covestor's portfolio in Q3 2026, its #2083 holding.
  • Covestor first reported a position in Evertec in Q3 2022 and has held it in 17 quarters since.
  • Covestor's Evertec position peaked at $59K in Q4 2023.
  • 63 funds tracked by Wall St. Rank held Evertec as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.