JFS Wealth Advisors’s Vertex VERX Stock Holding History

JFS Wealth 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	$23	Sell	2 -1	-33%	-$12	﹤0.01%	2240
2026 Q1	$36	Sell	3 -13	-81%	-$202	﹤0.01%	1868
2025 Q4	$320	Buy	16 +4	+33%	+$87	﹤0.01%	1844
2025 Q3	$298	Sell	12 -10	-45%	-$290	﹤0.01%	1813
2025 Q2	$778	Buy	22 +9	+69%	+$342	﹤0.01%	1623
2025 Q1	$456	Sell	13 -10	-43%	-$457	﹤0.01%	1781
2024 Q4	$1.23K	Hold	23	–	–	﹤0.01%	1636
2024 Q3	$886	Buy	23 +11	+92%	+$405	﹤0.01%	1723
2024 Q2	$433	Hold	12	–	–	﹤0.01%	1822
2024 Q1	$382	Hold	12	–	–	﹤0.01%	1830
2023 Q4	$324	Buy	12 +2	+20%	+$51	﹤0.01%	1853
2023 Q3	$231	Buy	10 +4	+67%	+$82	﹤0.01%	1846
2023 Q2	$117	Buy	6 +2	+50%	+$42	﹤0.01%	1920
2023 Q1	$83	Hold	4	–	–	﹤0.01%	1902
2022 Q4	$58	Buy	4 +3	+300%	+$48	﹤0.01%	1915
2022 Q3	$0	Buy	+1	New	+$13	﹤0.01%	1939

Other funds holding VERX

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TCM

Tensile Capital Management Larkspur, California $724M AUM 3.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

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

JFS Wealth Advisors's VERX Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Vertex (VERX) stake by 33% in Q2 2026, selling an estimated $12 and leaving 2 shares worth $23. The position accounts for ﹤0.01% of the portfolio, ranked #2240.

JFS Wealth Advisors first reported a position in VERX in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.23K in Q4 2024. 228 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

JFS Wealth Advisors held 2 shares of Vertex worth $23 as of Q2 2026.
JFS Wealth Advisors sold 1 Vertex share in Q2 2026, an estimated $12.
Vertex made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2240 holding.
JFS Wealth Advisors first reported a position in Vertex in Q3 2022 and has held it in 16 quarters since.
JFS Wealth Advisors's Vertex position peaked at $1.23K in Q4 2024.
228 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.