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Willis Investment Counsel’s Evertec EVTC Stock Holding History

Willis Investment Counsel’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 		$4.18M Buy
150,575
+55,575
+59% +$1.48M 0.2% 86
2026
Q1 		$2.68M Buy
95,000
+4,570
+5% +$130K 0.15% 83
2025
Q4 		$2.63M Buy
90,430
+26,874
+42% +$798K 0.14% 90
2025
Q3 		$2.15M Buy
63,556
+1,523
+2% +$53.1K 0.12% 86
2025
Q2 		$2.24M Buy
62,033
+24,011
+63% +$851K 0.13% 83
2025
Q1 		$1.4M Buy
38,022
+3,420
+10% +$118K 0.09% 77
2024
Q4 		$1.19M Buy
34,602
+9,482
+38% +$325K 0.08% 83
2024
Q3 		$851K Sell
25,120
-9,168
-27% -$306K 0.06% 84
2024
Q2 		$1.14M Sell
34,288
-1,253
-4% -$45.3K 0.08% 80
2024
Q1 		$1.42M Buy
35,541
+1,065
+3% +$42K 0.1% 78
2023
Q4 		$1.41M Buy
34,476
+345
+1% +$12.7K 0.1% 82
2023
Q3 		$1.27M Sell
34,131
-3,944
-10% -$154K 0.1% 82
2023
Q2 		$1.4M Sell
38,075
-2,343
-6% -$81.2K 0.09% 84
2023
Q1 		$1.36M Buy
40,418
+7,914
+24% +$278K 0.09% 84
2022
Q4 		$1.05M Sell
32,504
-7,807
-19% -$257K 0.07% 91
2022
Q3 		$1.26M Sell
40,311
-26,036
-39% -$914K 0.09% 87
2022
Q2 		$2.45M Buy
66,347
+25,787
+64% +$985K 0.15% 85
2022
Q1 		$1.66M Sell
40,560
-1,205
-3% -$51.6K 0.09% 94
2021
Q4 		$2.09M Buy
41,765
+17,396
+71% +$805K 0.11% 87
2021
Q3 		$1.11M Buy
24,369
+15,729
+182% +$709K 0.06% 95
2021
Q2 		$377K Buy
+8,640
New +$365K 0.02% 103

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

Willis Investment Counsel's EVTC Position: Q2 2026 in Review

Willis Investment Counsel increased its Evertec (EVTC) stake by 59% in Q2 2026, buying an estimated $1.48M and bringing the position to 150,575 shares worth $4.18M. The position accounts for 0.2% of the portfolio, ranked #86.

Willis Investment Counsel first reported a position in EVTC in Q2 2021 and has held it in 21 quarters since. 254 funds tracked by Wall St. Rank hold EVTC as of Q2 2026.

  • Willis Investment Counsel held 150,575 shares of Evertec worth $4.18M as of Q2 2026.
  • Willis Investment Counsel bought 55,575 Evertec shares in Q2 2026, an estimated $1.48M.
  • Evertec made up 0.2% of Willis Investment Counsel's portfolio in Q2 2026, its #86 holding.
  • Willis Investment Counsel first reported a position in Evertec in Q2 2021 and has held it in 21 quarters since.
  • 254 funds tracked by Wall St. Rank held Evertec as of Q2 2026.

Based on Willis Investment Counsel's 13F filing for Q2 2026, filed 3 Aug 2026.