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Center for Financial Planning’s NCR Voyix VYX Stock Holding History

Center for Financial Planning’s Portfolio VYX Stock Details VYX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-88
Closed -$898 – 729
2025
Q4 		$898 Buy
+88
New +$956 ﹤0.01% 640
2020
Q1 		– Sell
-215
Closed -$5K – 608
2019
Q4 		$5K Buy
+215
New +$4.18K ﹤0.01% 375

Other funds holding VYX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Center for Financial Planning's VYX Position: Q1 2026 in Review

Center for Financial Planning sold out of NCR Voyix (VYX) in Q1 2026, closing a stake of 88 shares — an estimated $898 sold.

Center for Financial Planning first reported a position in VYX in Q4 2019 and held it in 2 quarters. The position peaked at $5K in Q4 2019. 303 funds tracked by Wall St. Rank hold VYX as of Q1 2026.

  • Center for Financial Planning reported no remaining NCR Voyix position as of Q1 2026 after selling out during the quarter.
  • Center for Financial Planning sold 88 NCR Voyix shares in Q1 2026, an estimated $898.
  • Center for Financial Planning first reported a position in NCR Voyix in Q4 2019 and held it in 2 quarters.
  • Center for Financial Planning's NCR Voyix position peaked at $5K in Q4 2019.
  • 303 funds tracked by Wall St. Rank held NCR Voyix as of Q1 2026.

Based on Center for Financial Planning's 13F filing for Q1 2026, filed 4 May 2026.