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Global Financial Private Client’s NCR Voyix VYX Stock Holding History

Global Financial Private Client’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
2025
Q2 		– Sell
-15
Closed -$146 – 1572
2025
Q1 		$146 Buy
15
+8
+114% +$94 ﹤0.01% 1572
2024
Q4 		$97 Buy
+7
New +$97 ﹤0.01% 1493

Other funds holding VYX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

Global Financial Private Client's VYX Position: Q2 2025 in Review

Global Financial Private Client sold out of NCR Voyix (VYX) in Q2 2025, closing a stake of 15 shares — an estimated $146 sold.

Global Financial Private Client first reported a position in VYX in Q4 2024 and held it in 2 quarters. The position peaked at $146 in Q1 2025. 284 funds tracked by Wall St. Rank hold VYX as of Q2 2025.

  • Global Financial Private Client reported no remaining NCR Voyix position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 15 NCR Voyix shares in Q2 2025, an estimated $146.
  • Global Financial Private Client first reported a position in NCR Voyix in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's NCR Voyix position peaked at $146 in Q1 2025.
  • 284 funds tracked by Wall St. Rank held NCR Voyix as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.