Pictet Bank & Trust’s Vertex VERX Stock Holding History

Pictet 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
2025 Q4	–	Sell	-9,100	Closed	-$226K	–	35
2025 Q3	$226K	Hold	9,100	–	–	0.27%	33
2025 Q2	$322K	Hold	9,100	–	–	0.38%	33
2025 Q1	$319K	Buy	9,100 +4,502	+98%	+$206K	0.39%	34
2024 Q4	$245K	Sell	4,598 -3,102	-40%	-$150K	0.25%	42
2024 Q3	$297K	Hold	7,700	–	–	0.3%	40
2024 Q2	$278K	Buy	+7,700	New	+$248K	0.28%	40

Other funds holding VERX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TCM

Tensile Capital Management Larkspur, California $724M AUM 3.48% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Pictet Bank & Trust's VERX Position: Q4 2025 in Review

Pictet Bank & Trust sold out of Vertex (VERX) in Q4 2025, closing a stake of 9,100 shares — an estimated $226K sold.

Pictet Bank & Trust first reported a position in VERX in Q2 2024 and held it in 6 quarters. The position peaked at $322K in Q2 2025. 221 funds tracked by Wall St. Rank hold VERX as of Q4 2025.

Pictet Bank & Trust reported no remaining Vertex position as of Q4 2025 after selling out during the quarter.
Pictet Bank & Trust sold 9,100 Vertex shares in Q4 2025, an estimated $226K.
Pictet Bank & Trust first reported a position in Vertex in Q2 2024 and held it in 6 quarters.
Pictet Bank & Trust's Vertex position peaked at $322K in Q2 2025.
221 funds tracked by Wall St. Rank held Vertex as of Q4 2025.

Based on Pictet Bank & Trust's 13F filing for Q4 2025, filed 16 Jan 2026.