Truist Financial
VERX icon

Truist Financial’s Vertex VERX Stock Holding History

Truist Financial’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
Q4 		– Sell
-10,239
Closed -$254K – 2865
2025
Q3 		$254K Sell
10,239
-2,078
-17% -$60.2K ﹤0.01% 2412
2025
Q2 		$435K Sell
12,317
-1,104
-8% -$42K ﹤0.01% 2018
2025
Q1 		$470K Sell
13,421
-7,945
-37% -$363K ﹤0.01% 1908
2024
Q4 		$1.14M Sell
21,366
-4,189
-16% -$203K ﹤0.01% 1490
2024
Q3 		$984K Sell
25,555
-31,448
-55% -$1.16M ﹤0.01% 1532
2024
Q2 		$2.05M Sell
57,003
-4,415
-7% -$142K ﹤0.01% 1260
2024
Q1 		$1.95M Sell
61,418
-10,091
-14% -$272K ﹤0.01% 1286
2023
Q4 		$1.93M Sell
71,509
-53,277
-43% -$1.37M ﹤0.01% 1274
2023
Q3 		$2.88M Buy
124,786
+10,367
+9% +$213K ﹤0.01% 1060
2023
Q2 		$2.23M Buy
114,419
+32,058
+39% +$676K ﹤0.01% 1208
2023
Q1 		$1.7M Sell
82,361
-6,663
-7% -$103K ﹤0.01% 1298
2022
Q4 		$1.29M Sell
89,024
-1,772
-2% -$28.3K ﹤0.01% 1429
2022
Q3 		$1.24M Buy
90,796
+955
+1% +$12.1K ﹤0.01% 1402
2022
Q2 		$1.02M Sell
89,841
-3,683
-4% -$46.6K ﹤0.01% 1540
2022
Q1 		$1.44M Buy
93,524
+17,621
+23% +$247K ﹤0.01% 1445
2021
Q4 		$1.21M Sell
75,903
-6,012
-7% -$114K ﹤0.01% 1533
2021
Q3 		$1.57M Buy
81,915
+9,906
+14% +$192K ﹤0.01% 1389
2021
Q2 		$1.58M Buy
72,009
+2,913
+4% +$59.2K ﹤0.01% 1411
2021
Q1 		$1.52M Buy
69,096
+37,920
+122% +$1.18M ﹤0.01% 1369
2020
Q4 		$1.09M Buy
31,176
+14,707
+89% +$400K ﹤0.01% 1433
2020
Q3 		$379K Buy
+16,469
New +$401K ﹤0.01% 1873

Other funds holding VERX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCM
Tensile Capital Management Larkspur, California $724M AUM 3.48% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Truist Financial's VERX Position: Q4 2025 in Review

Truist Financial sold out of Vertex (VERX) in Q4 2025, closing a stake of 10,239 shares — an estimated $254K sold.

Truist Financial first reported a position in VERX in Q3 2020 and held it in 21 quarters. The position peaked at $2.88M in Q3 2023. 221 funds tracked by Wall St. Rank hold VERX as of Q4 2025.

  • Truist Financial reported no remaining Vertex position as of Q4 2025 after selling out during the quarter.
  • Truist Financial sold 10,239 Vertex shares in Q4 2025, an estimated $254K.
  • Truist Financial first reported a position in Vertex in Q3 2020 and held it in 21 quarters.
  • Truist Financial's Vertex position peaked at $2.88M in Q3 2023.
  • 221 funds tracked by Wall St. Rank held Vertex as of Q4 2025.

Based on Truist Financial's 13F filing for Q4 2025, filed 2 Feb 2026.