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
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

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
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
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Farther Finance Advisors's VERX Position: Q2 2026 in Review

Farther Finance Advisors increased its Vertex (VERX) stake by 7% in Q2 2026, buying an estimated $250 and bringing the position to 304 shares worth $3.49K. The position accounts for ﹤0.01% of the portfolio, ranked #4967.

Farther Finance Advisors first reported a position in VERX in Q2 2024 and has held it in 9 quarters since. The position peaked at $24K in Q3 2024. 20 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

  • Farther Finance Advisors held 304 shares of Vertex worth $3.49K as of Q2 2026.
  • Farther Finance Advisors bought 20 Vertex shares in Q2 2026, an estimated $250.
  • Vertex made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4967 holding.
  • Farther Finance Advisors first reported a position in Vertex in Q2 2024 and has held it in 9 quarters since.
  • Farther Finance Advisors's Vertex position peaked at $24K in Q3 2024.
  • 20 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.