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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
Q2 		$6.85K Buy
597
+159
+36% +$1.99K ﹤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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TCM
Tensile Capital Management Larkspur, California $724M AUM 3.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Larson Financial Group's VERX Position: Q2 2026 in Review

Larson Financial Group increased its Vertex (VERX) stake by 36% in Q2 2026, buying an estimated $1.99K and bringing the position to 597 shares worth $6.85K. The position accounts for ﹤0.01% of the portfolio, ranked #2625.

Larson Financial Group first reported a position in VERX in Q2 2025 and has held it in 4 quarters since. The position peaked at $15.8K in Q2 2025. 229 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

  • Larson Financial Group held 597 shares of Vertex worth $6.85K as of Q2 2026.
  • Larson Financial Group bought 159 Vertex shares in Q2 2026, an estimated $1.99K.
  • Vertex made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2625 holding.
  • Larson Financial Group first reported a position in Vertex in Q2 2025 and has held it in 4 quarters since.
  • Larson Financial Group's Vertex position peaked at $15.8K in Q2 2025.
  • 229 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.