Key Financial Inc’s Vertex VERX Stock Holding History

Key Financial Inc’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	$416	Hold	35	–	–	﹤0.01%	1318
2025 Q4	$699	Hold	35	–	–	﹤0.01%	1295
2025 Q3	$859	Hold	35	–	–	﹤0.01%	1287
2025 Q2	$1.24K	Hold	35	–	–	﹤0.01%	1247
2025 Q1	$1.23K	Hold	35	–	–	﹤0.01%	1202
2024 Q4	$1.87K	Hold	35	–	–	﹤0.01%	1159
2024 Q3	$1.35K	Hold	35	–	–	﹤0.01%	1154
2024 Q2	$1.26K	Hold	35	–	–	﹤0.01%	1155
2024 Q1	$1.11K	Hold	35	–	–	﹤0.01%	1172
2023 Q4	$943	Hold	35	–	–	﹤0.01%	1186
2023 Q3	$808	Hold	35	–	–	﹤0.01%	1212
2023 Q2	$682	Hold	35	–	–	﹤0.01%	1274
2023 Q1	$724	Hold	35	–	–	﹤0.01%	1061
2022 Q4	$478	Hold	35	–	–	﹤0.01%	1098
2022 Q3	$0	Hold	35	–	–	﹤0.01%	1184
2022 Q2	$0	Hold	35	–	–	﹤0.01%	1167
2022 Q1	$1K	Hold	35	–	–	﹤0.01%	1043
2021 Q4	$1K	Hold	35	–	–	﹤0.01%	926
2021 Q3	$1K	Hold	35	–	–	﹤0.01%	892
2021 Q2	$1K	Hold	35	–	–	﹤0.01%	839
2021 Q1	$1K	Hold	35	–	–	﹤0.01%	752
2020 Q4	$1K	Buy	+35	New	+$953	﹤0.01%	700

Other funds holding VERX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tensile Capital Management Larkspur, California $698M AUM 2.4% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Nomura Holdings

Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return