PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Varonis Systems VRNS Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Portfolio VRNS Stock Details VRNS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$211K	Buy	5,018 +1,227	+32%	+$36K	0.06%	177
2026 Q1	$81.4K	Sell	3,791 -458	-11%	-$12.4K	0.02%	249
2025 Q4	$139K	Buy	4,249 +83	+2%	+$3.48K	0.04%	200
2025 Q3	$239K	Hold	4,166	–	–	0.08%	138
2025 Q2	$211K	Sell	4,166 -1,219	-23%	-$55.4K	0.07%	138
2025 Q1	$218K	Buy	+5,385	New	+$232K	0.08%	130

Other funds holding VRNS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

EMFAT

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

KAM

Kopion Asset Management Mckinney, Texas $158M AUM 11.93% 1-Year Est. Return

HIM

Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s VRNS Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Varonis Systems (VRNS) stake by 32% in Q2 2026, buying an estimated $36K and bringing the position to 5,018 shares worth $211K. The position accounts for 0.06% of the portfolio, ranked #177.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in VRNS in Q1 2025 and has held it in 6 quarters since. The position peaked at $239K in Q3 2025. 139 funds tracked by Wall St. Rank hold VRNS as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 5,018 shares of Varonis Systems worth $211K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 1,227 Varonis Systems shares in Q2 2026, an estimated $36K.
Varonis Systems made up 0.06% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #177 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Varonis Systems in Q1 2025 and has held it in 6 quarters since.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Varonis Systems position peaked at $239K in Q3 2025.
139 funds tracked by Wall St. Rank held Varonis Systems as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.