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Jones Kertz & Associates’s NCR Voyix VYX Stock Holding History

Jones Kertz & Associates’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
Q2 		– Sell
-36,635
Closed -$232K – 68
2026
Q1 		$232K Sell
36,635
-11,095
-23% -$97.9K 0.12% 64
2025
Q4 		$487K Buy
+47,730
New +$518K 0.25% 57

Other funds holding VYX

SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
VIM
Villanova Investment Management Wayne, Pennsylvania $105M AUM 9.97% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Jones Kertz & Associates's VYX Position: Q2 2026 in Review

Jones Kertz & Associates sold out of NCR Voyix (VYX) in Q2 2026, closing a stake of 36,635 shares — an estimated $232K sold.

Jones Kertz & Associates first reported a position in VYX in Q4 2025 and held it in 2 quarters. The position peaked at $487K in Q4 2025. 111 funds tracked by Wall St. Rank hold VYX as of Q2 2026.

  • Jones Kertz & Associates reported no remaining NCR Voyix position as of Q2 2026 after selling out during the quarter.
  • Jones Kertz & Associates sold 36,635 NCR Voyix shares in Q2 2026, an estimated $232K.
  • Jones Kertz & Associates first reported a position in NCR Voyix in Q4 2025 and held it in 2 quarters.
  • Jones Kertz & Associates's NCR Voyix position peaked at $487K in Q4 2025.
  • 111 funds tracked by Wall St. Rank held NCR Voyix as of Q2 2026.

Based on Jones Kertz & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.