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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
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 $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCM
Tensile Capital Management Larkspur, California $698M AUM 2.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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 $62.2B AUM 31.35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Larson Financial Group's VERX Position: Q1 2026 in Review

Larson Financial Group reduced its Vertex (VERX) stake by 27% in Q1 2026, selling an estimated $2.48K and leaving 438 shares worth $5.21K. The position accounts for ﹤0.01% of the portfolio, ranked #2589.

Larson Financial Group first reported a position in VERX in Q2 2025 and has held it in 3 quarters since. The position peaked at $15.8K in Q2 2025. 219 funds tracked by Wall St. Rank hold VERX as of Q1 2026.

  • Larson Financial Group held 438 shares of Vertex worth $5.21K as of Q1 2026.
  • Larson Financial Group sold 159 Vertex shares in Q1 2026, an estimated $2.48K.
  • Vertex made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #2589 holding.
  • Larson Financial Group first reported a position in Vertex in Q2 2025 and has held it in 3 quarters since.
  • Larson Financial Group's Vertex position peaked at $15.8K in Q2 2025.
  • 219 funds tracked by Wall St. Rank held Vertex as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.