Keating Financial Advisory Services’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
Other funds holding VERX
TCM
Keating Financial Advisory Services's VERX Position: Q2 2026 in Review
Keating Financial Advisory Services reduced its Vertex (VERX) stake by 82% in Q2 2026, selling an estimated $112 and leaving 2 shares worth $23. The position accounts for ﹤0.01% of the portfolio, ranked #2573.
Keating Financial Advisory Services first reported a position in VERX in Q4 2025 and has held it in 3 quarters since. The position peaked at $131 in Q1 2026. 229 funds tracked by Wall St. Rank hold VERX as of Q2 2026.
- Keating Financial Advisory Services held 2 shares of Vertex worth $23 as of Q2 2026.
- Keating Financial Advisory Services sold 9 Vertex shares in Q2 2026, an estimated $112.
- Vertex made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #2573 holding.
- Keating Financial Advisory Services first reported a position in Vertex in Q4 2025 and has held it in 3 quarters since.
- Keating Financial Advisory Services's Vertex position peaked at $131 in Q1 2026.
- 229 funds tracked by Wall St. Rank held Vertex as of Q2 2026.
Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.