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Johnson Financial Group Inc (Wisconsin)’s Vertex VERX Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		– Sell
-5,263
Closed -$105K – 969
2025
Q4 		$105K Hold
5,263
– – ﹤0.01% 407
2025
Q3 		$130K Buy
+5,263
New +$152K ﹤0.01% 416

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Johnson Financial Group Inc (Wisconsin)'s VERX Position: Q1 2026 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Vertex (VERX) in Q1 2026, closing a stake of 5,263 shares — an estimated $105K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in VERX in Q3 2025 and held it in 2 quarters. The position peaked at $130K in Q3 2025. 222 funds tracked by Wall St. Rank hold VERX as of Q1 2026.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Vertex position as of Q1 2026 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 5,263 Vertex shares in Q1 2026, an estimated $105K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Vertex in Q3 2025 and held it in 2 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Vertex position peaked at $130K in Q3 2025.
  • 222 funds tracked by Wall St. Rank held Vertex as of Q1 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.