Parkside Financial Bank & Trust’s Vertex VERX Stock Holding History

Parkside Financial Bank & Trust’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	$9.8K	Buy	824 +278	+51%	+$4.33K	﹤0.01%	1590
2025 Q4	$10.9K	Buy	546 +183	+50%	+$3.96K	﹤0.01%	1548
2025 Q3	$9K	Sell	363 -2	-0.5%	-$58	﹤0.01%	1551
2025 Q2	$12.9K	Buy	365 +181	+98%	+$6.89K	﹤0.01%	1410
2025 Q1	$6.44K	Sell	184 -44	-19%	-$2.01K	﹤0.01%	1565
2024 Q4	$12.2K	Sell	228 -24	-10%	-$1.16K	﹤0.01%	1228
2024 Q3	$9.7K	Buy	252 +112	+80%	+$4.13K	﹤0.01%	1256
2024 Q2	$5.05K	Buy	+140	New	+$4.5K	﹤0.01%	1370

Other funds holding VERX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 New York $1.56T AUM 27.86% 1-Year Est. Return

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 Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Parkside Financial Bank & Trust's VERX Position: Q1 2026 in Review

Parkside Financial Bank & Trust increased its Vertex (VERX) stake by 51% in Q1 2026, buying an estimated $4.33K and bringing the position to 824 shares worth $9.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1590.

Parkside Financial Bank & Trust first reported a position in VERX in Q2 2024 and has held it in 8 quarters since. The position peaked at $12.9K in Q2 2025. 219 funds tracked by Wall St. Rank hold VERX as of Q1 2026.

Parkside Financial Bank & Trust held 824 shares of Vertex worth $9.8K as of Q1 2026.
Parkside Financial Bank & Trust bought 278 Vertex shares in Q1 2026, an estimated $4.33K.
Vertex made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #1590 holding.
Parkside Financial Bank & Trust first reported a position in Vertex in Q2 2024 and has held it in 8 quarters since.
Parkside Financial Bank & Trust's Vertex position peaked at $12.9K in Q2 2025.
219 funds tracked by Wall St. Rank held Vertex as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.