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JFS Wealth Advisors’s NCR Voyix VYX Stock Holding History

JFS Wealth Advisors’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
2026
Q1 		– Sell
-54
Closed -$551 – 1952
2025
Q4 		$551 Sell
54
-6
-10% -$65 ﹤0.01% 1789
2025
Q3 		$753 Sell
60
-1
-2% -$13 ﹤0.01% 1681
2025
Q2 		$716 Buy
61
+46
+307% +$465 ﹤0.01% 1637
2025
Q1 		$147 Sell
15
-19
-56% -$223 ﹤0.01% 1855
2024
Q4 		$471 Sell
34
-52
-60% -$722 ﹤0.01% 1788
2024
Q3 		$1.17K Buy
86
+2
+2% +$27 ﹤0.01% 1663
2024
Q2 		$1.04K Sell
84
-1
-1% -$13 ﹤0.01% 1662
2024
Q1 		$1.07K Sell
85
-490
-85% -$7.06K ﹤0.01% 1642
2023
Q4 		$9.72K Sell
575
-362
-39% -$5.77K ﹤0.01% 783
2023
Q3 		$15.5K Buy
937
+67
+8% +$1.14K ﹤0.01% 604
2023
Q2 		$13.5K Buy
870
+66
+8% +$952 ﹤0.01% 634
2023
Q1 		$11.6K Sell
804
-47
-6% -$722 ﹤0.01% 669
2022
Q4 		$12.2K Buy
851
+703
+475% +$9.35K ﹤0.01% 640
2022
Q3 		$2K Buy
148
+71
+92% +$1.3K ﹤0.01% 1422
2022
Q2 		$1K Sell
77
-53
-41% -$1.13K ﹤0.01% 1674
2022
Q1 		$3K Buy
130
+78
+150% +$1.92K ﹤0.01% 1335
2021
Q4 		$1K Buy
+52
New +$1.32K ﹤0.01% 1607
2016
Q4 		– Sell
-124
Closed -$2K – 492
2016
Q3 		$2K Hold
124
– – ﹤0.01% 457
2016
Q2 		$2K Hold
124
– – ﹤0.01% 472
2016
Q1 		$2K Sell
124
-111
-47% -$1.59K ﹤0.01% 530
2015
Q4 		$4K Buy
235
+111
+90% +$1.77K ﹤0.01% 471
2015
Q3 		$2K Buy
+124
New +$2.07K ﹤0.01% 444

Other funds holding VYX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

JFS Wealth Advisors's VYX Position: Q1 2026 in Review

JFS Wealth Advisors sold out of NCR Voyix (VYX) in Q1 2026, closing a stake of 54 shares — an estimated $551 sold.

JFS Wealth Advisors first reported a position in VYX in Q3 2015 and held it in 22 quarters. The position peaked at $15.5K in Q3 2023. 303 funds tracked by Wall St. Rank hold VYX as of Q1 2026.

  • JFS Wealth Advisors reported no remaining NCR Voyix position as of Q1 2026 after selling out during the quarter.
  • JFS Wealth Advisors sold 54 NCR Voyix shares in Q1 2026, an estimated $551.
  • JFS Wealth Advisors first reported a position in NCR Voyix in Q3 2015 and held it in 22 quarters.
  • JFS Wealth Advisors's NCR Voyix position peaked at $15.5K in Q3 2023.
  • 303 funds tracked by Wall St. Rank held NCR Voyix as of Q1 2026.

Based on JFS Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.