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Smallwood Wealth Investment Management’s NCR Voyix VYX Stock Holding History

Smallwood Wealth Investment Management’s Portfolio VYX Stock Details VYX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$89 Hold
11
– – ﹤0.01% 497
2026
Q1 		$69 Hold
11
– – ﹤0.01% 494
2025
Q4 		$112 Hold
11
– – ﹤0.01% 477
2025
Q3 		$138 Hold
11
– – ﹤0.01% 484
2025
Q2 		$129 Hold
11
– – ﹤0.01% 533
2025
Q1 		$107 Buy
+11
New +$129 ﹤0.01% 475

Other funds holding VYX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Smallwood Wealth Investment Management's VYX Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its NCR Voyix (VYX) position steady in Q2 2026 at 11 shares worth $89. The position accounts for ﹤0.01% of the portfolio, ranked #497.

Smallwood Wealth Investment Management first reported a position in VYX in Q1 2025 and has held it in 6 quarters since. The position peaked at $138 in Q3 2025. 125 funds tracked by Wall St. Rank hold VYX as of Q2 2026.

  • Smallwood Wealth Investment Management held 11 shares of NCR Voyix worth $89 as of Q2 2026.
  • Smallwood Wealth Investment Management left its NCR Voyix share count unchanged in Q2 2026.
  • NCR Voyix made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #497 holding.
  • Smallwood Wealth Investment Management first reported a position in NCR Voyix in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's NCR Voyix position peaked at $138 in Q3 2025.
  • 125 funds tracked by Wall St. Rank held NCR Voyix as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.