SOA Wealth Advisors’s NCR Voyix VYX Stock Holding History

SOA Wealth Advisors’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	$801	Hold	98	–	–	﹤0.01%	810
2026 Q1	$620	Hold	98	–	–	﹤0.01%	771
2025 Q4	$1K	Hold	98	–	–	﹤0.01%	756
2025 Q3	$1.23K	Hold	98	–	–	﹤0.01%	756
2025 Q2	$1.15K	Hold	98	–	–	﹤0.01%	746
2025 Q1	$956	Hold	98	–	–	﹤0.01%	743
2024 Q4	$1.36K	Hold	98	–	–	﹤0.01%	715
2024 Q3	$1.33K	Hold	98	–	–	﹤0.01%	704
2024 Q2	$1.21K	Hold	98	–	–	﹤0.01%	716
2024 Q1	$1.24K	Hold	98	–	–	﹤0.01%	750
2023 Q4	$1.66K	Sell	98 -62	-39%	-$989	﹤0.01%	718
2023 Q3	$2.64K	Hold	160	–	–	﹤0.01%	685
2023 Q2	$2.47K	Hold	160	–	–	﹤0.01%	700
2023 Q1	$2.31K	Hold	160	–	–	﹤0.01%	712
2022 Q4	$2.29K	Hold	160	–	–	﹤0.01%	721
2022 Q3	$1K	Hold	160	–	–	﹤0.01%	803
2022 Q2	$3K	Hold	160	–	–	﹤0.01%	669
2022 Q1	$3K	Hold	160	–	–	﹤0.01%	776
2021 Q4	$3K	Hold	160	–	–	﹤0.01%	752
2021 Q3	$3K	Hold	160	–	–	﹤0.01%	771
2021 Q2	$4K	Hold	160	–	–	﹤0.01%	708
2021 Q1	$3K	Hold	160	–	–	﹤0.01%	696
2020 Q4	$3K	Buy	+160	New	+$2.65K	﹤0.01%	681

Other funds holding VYX

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

Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return

SCM

Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

SOA Wealth Advisors's VYX Position: Q2 2026 in Review

SOA Wealth Advisors held its NCR Voyix (VYX) position steady in Q2 2026 at 98 shares worth $801. The position accounts for ﹤0.01% of the portfolio, ranked #810.

SOA Wealth Advisors first reported a position in VYX in Q4 2020 and has held it in 23 quarters since. The position peaked at $4K in Q2 2021. 295 funds tracked by Wall St. Rank hold VYX as of Q2 2026.

SOA Wealth Advisors held 98 shares of NCR Voyix worth $801 as of Q2 2026.
SOA Wealth Advisors left its NCR Voyix share count unchanged in Q2 2026.
NCR Voyix made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #810 holding.
SOA Wealth Advisors first reported a position in NCR Voyix in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's NCR Voyix position peaked at $4K in Q2 2021.
295 funds tracked by Wall St. Rank held NCR Voyix as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.