JFG
VERX icon

Jefferies Financial Group’s Vertex VERX Stock Holding History

Jefferies Financial Group’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
Q1 		$155K Buy
+13,070
New +$204K ﹤0.01% 1555
2025
Q4 		– Sell
-13,813
Closed -$342K – 2110
2025
Q3 		$342K Buy
13,813
+6,313
+84% +$183K ﹤0.01% 1176
2025
Q2 		$265K Sell
7,500
-568
-7% -$21.6K ﹤0.01% 1061
2025
Q1 		$282K Sell
8,068
-27,709
-77% -$1.27M ﹤0.01% 1263
2024
Q4 		$1.91M Buy
+35,777
New +$1.73M 0.02% 679
2024
Q2 		– Sell
-85,397
Closed -$2.71M – 1919
2024
Q1 		$2.71M Buy
+85,397
New +$2.3M 0.05% 488

Other funds holding VERX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCM
Tensile Capital Management Larkspur, California $698M AUM 2.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Nomura Holdings
Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return