SBK Financial
VRT icon

SBK Financial’s Vertiv VRT Stock Holding History

SBK Financial’s Portfolio VRT Stock Details VRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$23.4K Hold
97
– – 0.01% 148
2026
Q2 		$32.5K Buy
97
+79
+439% +$25.1K 0.02% 146
2026
Q1 		$4.51K Buy
+18
New +$4K ﹤0.01% 224

Other funds holding VRT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Mirova US
Mirova US Boston, Massachusetts $9.15B AUM 21.91% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

SBK Financial's VRT Position: Q3 2026 in Review

SBK Financial held its Vertiv (VRT) position steady in Q3 2026 at 97 shares worth $23.4K. The position accounts for 0.01% of the portfolio, ranked #148.

SBK Financial first reported a position in VRT in Q1 2026 and has held it in 3 quarters since. The position peaked at $32.5K in Q2 2026. 1,111 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • SBK Financial held 97 shares of Vertiv worth $23.4K as of Q3 2026.
  • SBK Financial left its Vertiv share count unchanged in Q3 2026.
  • Vertiv made up 0.01% of SBK Financial's portfolio in Q3 2026, its #148 holding.
  • SBK Financial first reported a position in Vertiv in Q1 2026 and has held it in 3 quarters since.
  • SBK Financial's Vertiv position peaked at $32.5K in Q2 2026.
  • 1,111 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on SBK Financial's 13F filing for Q3 2026, filed 2 Nov 2026.