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Capital Advisors Ltd’s Vertex VERX Stock Holding History

Capital Advisors Ltd’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
2026
Q2 		$0 Buy
+2
New +$25 ﹤0.01% 1590

Other funds holding VERX

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Capital Advisors Ltd's VERX Position: Q2 2026 in Review

Capital Advisors Ltd opened a new position in Vertex (VERX) in Q2 2026: 2 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1590 among its holdings.

19 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

  • Capital Advisors Ltd held 2 shares of Vertex worth $0 as of Q2 2026.
  • Vertex was a new Capital Advisors Ltd position in Q2 2026.
  • Vertex made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1590 holding.
  • 19 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.