BCM
VCX

Berbice Capital Management’s Fundrise Innovation Fund VCX Stock Holding History

Berbice Capital Management’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
Q2 		$22.5K Buy
+260
New +$37.2K 0.01% 76

Other funds holding VCX

LHWM
Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

Berbice Capital Management's VCX Position: Q2 2026 in Review

Berbice Capital Management opened a new position in Fundrise Innovation Fund (VCX) in Q2 2026: 260 shares worth $22.5K. The stake represents 0.01% of the portfolio and ranks #76 among its holdings.

13 funds tracked by Wall St. Rank hold VCX as of Q2 2026.

  • Berbice Capital Management held 260 shares of Fundrise Innovation Fund worth $22.5K as of Q2 2026.
  • Fundrise Innovation Fund was a new Berbice Capital Management position in Q2 2026.
  • Fundrise Innovation Fund made up 0.01% of Berbice Capital Management's portfolio in Q2 2026, its #76 holding.
  • 13 funds tracked by Wall St. Rank held Fundrise Innovation Fund as of Q2 2026.

Based on Berbice Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.