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 Q3	–	Sell	-260	Closed	-$22.5K	–	113
2026 Q2	$22.5K	Buy	+260	New	+$37.2K	0.01%	76

Other funds holding VCX

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

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

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

Lodestone Wealth Management Spokane, Washington $297M AUM 25.27% 1-Year Est. Return

Berbice Capital Management's VCX Position: Q3 2026 in Review

Berbice Capital Management sold out of Fundrise Innovation Fund (VCX) in Q3 2026, closing a stake of 260 shares — an estimated $22.5K sold.

Berbice Capital Management first reported a position in VCX in Q2 2026 and held it in 1 quarter. The position peaked at $22.5K in Q2 2026. 8 funds tracked by Wall St. Rank hold VCX as of Q3 2026.

Berbice Capital Management reported no remaining Fundrise Innovation Fund position as of Q3 2026 after selling out during the quarter.
Berbice Capital Management sold 260 Fundrise Innovation Fund shares in Q3 2026, an estimated $22.5K.
Berbice Capital Management first reported a position in Fundrise Innovation Fund in Q2 2026 and held it in 1 quarter.
Berbice Capital Management's Fundrise Innovation Fund position peaked at $22.5K in Q2 2026.
8 funds tracked by Wall St. Rank held Fundrise Innovation Fund as of Q3 2026.

Based on Berbice Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.