ZBNA
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Zions Bancorporation, National Association’s Vertex VERX Stock Holding History

Zions Bancorporation, National Association’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 		$1.89K Buy
+165
New +$2.06K ﹤0.01% 1316
2026
Q1 		– Sell
-82
Closed -$1.64K – 1583
2025
Q4 		$1.64K Buy
+82
New +$1.77K ﹤0.01% 1001

Other funds holding VERX

LA
Legacy Advisors Plymouth Meeting, Pennsylvania $1.07B AUM 26.49% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Zions Bancorporation, National Association's VERX Position: Q2 2026 in Review

Zions Bancorporation, National Association opened a new position in Vertex (VERX) in Q2 2026: 165 shares worth $1.89K. The stake represents ﹤0.01% of the portfolio and ranks #1316 among its holdings. This is a return to the name: Zions Bancorporation, National Association previously reported a position in VERX as recently as Q4 2025.

Zions Bancorporation, National Association first reported a position in VERX in Q4 2025 and has held it in 2 quarters since. 54 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

  • Zions Bancorporation, National Association held 165 shares of Vertex worth $1.89K as of Q2 2026.
  • Vertex was a new Zions Bancorporation, National Association position in Q2 2026.
  • Vertex made up ﹤0.01% of Zions Bancorporation, National Association's portfolio in Q2 2026, its #1316 holding.
  • Zions Bancorporation, National Association first reported a position in Vertex in Q4 2025 and has held it in 2 quarters since.
  • 54 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on Zions Bancorporation, National Association's 13F filing for Q2 2026, filed 31 Jul 2026.