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Atlantic Union Bankshares’s Vertex VERX Stock Holding History

Atlantic Union Bankshares’s Portfolio VERX Stock Details VERX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-127
Closed -$4.49K – 1696
2025
Q2 		$4.49K Buy
+127
New +$4.83K ﹤0.01% 1003

Other funds holding VERX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCM
Tensile Capital Management Larkspur, California $698M AUM 2.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Atlantic Union Bankshares's VERX Position: Q3 2025 in Review

Atlantic Union Bankshares sold out of Vertex (VERX) in Q3 2025, closing a stake of 127 shares — an estimated $4.49K sold.

Atlantic Union Bankshares first reported a position in VERX in Q2 2025 and held it in 1 quarter. The position peaked at $4.49K in Q2 2025. 240 funds tracked by Wall St. Rank hold VERX as of Q3 2025.

  • Atlantic Union Bankshares reported no remaining Vertex position as of Q3 2025 after selling out during the quarter.
  • Atlantic Union Bankshares sold 127 Vertex shares in Q3 2025, an estimated $4.49K.
  • Atlantic Union Bankshares first reported a position in Vertex in Q2 2025 and held it in 1 quarter.
  • Atlantic Union Bankshares's Vertex position peaked at $4.49K in Q2 2025.
  • 240 funds tracked by Wall St. Rank held Vertex as of Q3 2025.

Based on Atlantic Union Bankshares's 13F filing for Q3 2025, filed 4 Nov 2025.