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SVB Wealth’s Vertex VERX Stock Holding History

SVB Wealth’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
2025
Q2 		– Sell
-50
Closed -$1.75K – 1583
2025
Q1 		$1.75K Buy
+50
New +$2.28K ﹤0.01% 1260

Other funds holding VERX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCM
Tensile Capital Management Larkspur, California $698M AUM 2.4% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

SVB Wealth's VERX Position: Q2 2025 in Review

SVB Wealth sold out of Vertex (VERX) in Q2 2025, closing a stake of 50 shares — an estimated $1.75K sold.

SVB Wealth first reported a position in VERX in Q1 2025 and held it in 1 quarter. The position peaked at $1.75K in Q1 2025. 270 funds tracked by Wall St. Rank hold VERX as of Q2 2025.

  • SVB Wealth reported no remaining Vertex position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 50 Vertex shares in Q2 2025, an estimated $1.75K.
  • SVB Wealth first reported a position in Vertex in Q1 2025 and held it in 1 quarter.
  • SVB Wealth's Vertex position peaked at $1.75K in Q1 2025.
  • 270 funds tracked by Wall St. Rank held Vertex as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.