Ballast Rock Private Wealth’s Fundrise Innovation Fund VCX Stock Holding History

Ballast Rock Private Wealth’s Portfolio VCX Stock Details VCX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$859K	Buy	+29,000	New	+$1.25M	0.4%	63

Other funds holding VCX

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $246M AUM 22.61% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

WPG Advisers Baltimore, Maryland $184M AUM 16.93% 1-Year Est. Return

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return

James T. Borello RIA East Dundee, Illinois $482M AUM 14.29% 1-Year Est. Return

Ballast Rock Private Wealth's VCX Position: Q3 2026 in Review

Ballast Rock Private Wealth opened a new position in Fundrise Innovation Fund (VCX) in Q3 2026: 29,000 shares worth $859K. The stake represents 0.4% of the portfolio and ranks #63 among its holdings.

12 funds tracked by Wall St. Rank hold VCX as of Q3 2026.

Ballast Rock Private Wealth held 29,000 shares of Fundrise Innovation Fund worth $859K as of Q3 2026.
Fundrise Innovation Fund was a new Ballast Rock Private Wealth position in Q3 2026.
Fundrise Innovation Fund made up 0.4% of Ballast Rock Private Wealth's portfolio in Q3 2026, its #63 holding.
12 funds tracked by Wall St. Rank held Fundrise Innovation Fund as of Q3 2026.

Based on Ballast Rock Private Wealth's 13F filing for Q3 2026, filed 26 Oct 2026.