FFA
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Farther Finance Advisors’s Vertex VERX Stock Holding History

Farther Finance Advisors’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
Q3 		$9.94K Buy
844
+540
+178% +$6.84K ﹤0.01% 4616
2026
Q2 		$3.49K Buy
304
+20
+7% +$250 ﹤0.01% 4967
2026
Q1 		$3.43K Buy
284
+49
+21% +$763 ﹤0.01% 4684
2025
Q4 		$4.69K Buy
235
+170
+262% +$3.68K ﹤0.01% 4346
2025
Q3 		$1.61K Sell
65
-2
-3% -$58 ﹤0.01% 4216
2025
Q2 		$2.37K Buy
67
+1
+2% +$38 ﹤0.01% 3647
2025
Q1 		$2.38K Hold
66
– – ﹤0.01% 3316
2024
Q4 		$3.52K Sell
66
-558
-89% -$27.1K ﹤0.01% 2807
2024
Q3 		$24K Buy
624
+355
+132% +$13.1K ﹤0.01% 1998
2024
Q2 		$9.62K Buy
+269
New +$8.66K ﹤0.01% 2102

Other funds holding VERX

VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Farther Finance Advisors's VERX Position: Q3 2026 in Review

Farther Finance Advisors increased its Vertex (VERX) stake by 178% in Q3 2026, buying an estimated $6.84K and bringing the position to 844 shares worth $9.94K. The position accounts for ﹤0.01% of the portfolio, ranked #4616.

Farther Finance Advisors first reported a position in VERX in Q2 2024 and has held it in 10 quarters since. The position peaked at $24K in Q3 2024. 5 funds tracked by Wall St. Rank hold VERX as of Q3 2026.

  • Farther Finance Advisors held 844 shares of Vertex worth $9.94K as of Q3 2026.
  • Farther Finance Advisors bought 540 Vertex shares in Q3 2026, an estimated $6.84K.
  • Vertex made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4616 holding.
  • Farther Finance Advisors first reported a position in Vertex in Q2 2024 and has held it in 10 quarters since.
  • Farther Finance Advisors's Vertex position peaked at $24K in Q3 2024.
  • 5 funds tracked by Wall St. Rank held Vertex as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.