PFM
VERX icon

Premier Fund Managers’s Vertex VERX Stock Holding History

Premier Fund Managers’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 		– Sell
-453,303
Closed -$9.08M – 180
2025
Q4 		$9.08M Sell
453,303
-120,054
-21% -$2.6M 0.52% 67
2025
Q3 		$14.6M Sell
573,357
-350,562
-38% -$10.2M 0.6% 53
2025
Q2 		$31.9M Buy
923,919
+203,846
+28% +$7.76M 1.16% 37
2025
Q1 		$25.6M Buy
720,073
+200,284
+39% +$9.15M 0.96% 38
2024
Q4 		$27.6M Sell
519,789
-4,986
-1% -$242K 0.98% 38
2024
Q3 		$19.3M Buy
524,775
+465,610
+787% +$17.2M 0.68% 45
2024
Q2 		$2.12M Buy
+59,165
New +$1.9M 0.08% 97
2023
Q4 		– Sell
-11,848
Closed -$267K – 225
2023
Q3 		$267K Buy
+11,848
New +$244K 0.01% 178

Other funds holding VERX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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 $1.47T 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 $60.6B AUM 31.35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Nomura Holdings
Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return