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Corebridge Financial’s Vertex VERX Stock Holding History

Corebridge Financial’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
2025
Q2 		– Sell
-27,036
Closed -$947K – 2697
2025
Q1 		$947K Buy
27,036
+54
+0.2% +$2.47K 0.01% 1281
2024
Q4 		$1.44M Sell
26,982
-2,037
-7% -$98.8K 0.01% 1159
2024
Q3 		$1.12M Sell
29,019
-179
-0.6% -$6.6K 0.01% 1314
2024
Q2 		$1.05M Buy
+29,198
New +$940K 0.01% 1304

Other funds holding VERX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCM
Tensile Capital Management Larkspur, California $724M AUM 3.48% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Corebridge Financial's VERX Position: Q2 2025 in Review

Corebridge Financial sold out of Vertex (VERX) in Q2 2025, closing a stake of 27,036 shares — an estimated $947K sold.

Corebridge Financial first reported a position in VERX in Q2 2024 and held it in 4 quarters. The position peaked at $1.44M in Q4 2024. 269 funds tracked by Wall St. Rank hold VERX as of Q2 2025.

  • Corebridge Financial reported no remaining Vertex position as of Q2 2025 after selling out during the quarter.
  • Corebridge Financial sold 27,036 Vertex shares in Q2 2025, an estimated $947K.
  • Corebridge Financial first reported a position in Vertex in Q2 2024 and held it in 4 quarters.
  • Corebridge Financial's Vertex position peaked at $1.44M in Q4 2024.
  • 269 funds tracked by Wall St. Rank held Vertex as of Q2 2025.

Based on Corebridge Financial's 13F filing for Q2 2025, filed 12 Aug 2025.