PFS Partners’s Fundrise Innovation Fund VCX Stock Holding History

PFS Partners’s Portfolio VCX Stock Details VCX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$158K	Buy	5,345 +5,120	+2,276%	+$221K	0.06%	110
2026 Q2	$19.4K	Buy	+225	New	+$32.2K	0.01%	304

Other funds holding VCX

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

James T. Borello RIA East Dundee, Illinois $482M AUM 14.29% 1-Year Est. Return

Lodestone Wealth Management Spokane, Washington $297M AUM 25.27% 1-Year Est. Return

PFS Partners's VCX Position: Q3 2026 in Review

PFS Partners increased its Fundrise Innovation Fund (VCX) stake by 2,276% in Q3 2026, buying an estimated $221K and bringing the position to 5,345 shares worth $158K. The position accounts for 0.06% of the portfolio, ranked #110.

PFS Partners first reported a position in VCX in Q2 2026 and has held it in 2 quarters since. 8 funds tracked by Wall St. Rank hold VCX as of Q3 2026.

PFS Partners held 5,345 shares of Fundrise Innovation Fund worth $158K as of Q3 2026.
PFS Partners bought 5,120 Fundrise Innovation Fund shares in Q3 2026, an estimated $221K.
Fundrise Innovation Fund made up 0.06% of PFS Partners's portfolio in Q3 2026, its #110 holding.
PFS Partners first reported a position in Fundrise Innovation Fund in Q2 2026 and has held it in 2 quarters since.
8 funds tracked by Wall St. Rank held Fundrise Innovation Fund as of Q3 2026.

Based on PFS Partners's 13F filing for Q3 2026, filed 21 Oct 2026.