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Transamerica Financial Advisors’s Vertex VERX Stock Holding History

Transamerica Financial Advisors’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
2026
Q2 		$195 Buy
17
+9
+113% +$112 ﹤0.01% 1879
2026
Q1 		$95 Buy
+8
New +$125 ﹤0.01% 1756

Other funds holding VERX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TCM
Tensile Capital Management Larkspur, California $724M AUM 3.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Transamerica Financial Advisors's VERX Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Vertex (VERX) stake by 113% in Q2 2026, buying an estimated $112 and bringing the position to 17 shares worth $195. The position accounts for ﹤0.01% of the portfolio, ranked #1879.

Transamerica Financial Advisors first reported a position in VERX in Q1 2026 and has held it in 2 quarters since. 227 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

  • Transamerica Financial Advisors held 17 shares of Vertex worth $195 as of Q2 2026.
  • Transamerica Financial Advisors bought 9 Vertex shares in Q2 2026, an estimated $112.
  • Vertex made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1879 holding.
  • Transamerica Financial Advisors first reported a position in Vertex in Q1 2026 and has held it in 2 quarters since.
  • 227 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.