Stifel Financial
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Stifel Financial’s Vertex VERX Stock Holding History

Stifel Financial’s Portfolio VERX Stock Details VERX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$372K Sell
10,514
-11,896
-53% -$420K ﹤0.01% 2933
2025
Q1 		$785K Buy
+22,410
New +$785K ﹤0.01% 2390