Larson Financial Group
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Larson Financial Group’s Vertex VERX Stock Holding History

Larson Financial Group’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
Q3 		$6.76K Sell
574
-23
-4% -$291 ﹤0.01% 2719
2026
Q2 		$6.85K Buy
597
+159
+36% +$1.98K ﹤0.01% 2625
2026
Q1 		$5.21K Sell
438
-159
-27% -$2.48K ﹤0.01% 2589
2025
Q4 		$11.9K Buy
+597
New +$12.9K ﹤0.01% 2016
2025
Q3 		– Sell
-447
Closed -$15.8K – 3656
2025
Q2 		$15.8K Buy
+447
New +$17K ﹤0.01% 1592

Other funds holding VERX

Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Legacy Advisors
Legacy Advisors Plymouth Meeting, Pennsylvania $1.05B AUM 17.6% 1-Year Est. Return
Gagnon Securities
Gagnon Securities New York $577M AUM 61.61% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
GA
Gagnon Advisors New York $182M AUM 52.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Larson Financial Group's VERX Position: Q3 2026 in Review

Larson Financial Group reduced its Vertex (VERX) stake by 3.9% in Q3 2026, selling an estimated $291 and leaving 574 shares worth $6.76K. The position accounts for ﹤0.01% of the portfolio, ranked #2719.

Larson Financial Group first reported a position in VERX in Q2 2025 and has held it in 5 quarters since. The position peaked at $15.8K in Q2 2025. 80 funds tracked by Wall St. Rank hold VERX as of Q3 2026.

  • Larson Financial Group held 574 shares of Vertex worth $6.76K as of Q3 2026.
  • Larson Financial Group sold 23 Vertex shares in Q3 2026, an estimated $291.
  • Vertex made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #2719 holding.
  • Larson Financial Group first reported a position in Vertex in Q2 2025 and has held it in 5 quarters since.
  • Larson Financial Group's Vertex position peaked at $15.8K in Q2 2025.
  • 80 funds tracked by Wall St. Rank held Vertex as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.