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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
Q2 		$9.97K Buy
869
+45
+5% +$562 ﹤0.01% 1656
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
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

Parkside Financial Bank & Trust's VERX Position: Q2 2026 in Review

Parkside Financial Bank & Trust increased its Vertex (VERX) stake by 5.5% in Q2 2026, buying an estimated $562 and bringing the position to 869 shares worth $9.97K. The position accounts for ﹤0.01% of the portfolio, ranked #1656.

Parkside Financial Bank & Trust first reported a position in VERX in Q2 2024 and has held it in 9 quarters since. The position peaked at $12.9K in Q2 2025. 229 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

  • Parkside Financial Bank & Trust held 869 shares of Vertex worth $9.97K as of Q2 2026.
  • Parkside Financial Bank & Trust bought 45 Vertex shares in Q2 2026, an estimated $562.
  • Vertex made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q2 2026, its #1656 holding.
  • Parkside Financial Bank & Trust first reported a position in Vertex in Q2 2024 and has held it in 9 quarters since.
  • Parkside Financial Bank & Trust's Vertex position peaked at $12.9K in Q2 2025.
  • 229 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2026, filed 4 Sep 2026.