Zurich Cantonal Bank
VERX icon

Zurich Cantonal Bank’s Vertex VERX Stock Holding History

Zurich Cantonal Bank’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 		$192K Sell
16,705
-22,343
-57% -$279K ﹤0.01% 2314
2026
Q1 		$464K Buy
39,048
+15,637
+67% +$244K ﹤0.01% 1868
2025
Q4 		$468K Buy
23,411
+10,348
+79% +$224K ﹤0.01% 1829
2025
Q3 		$324K Hold
13,063
– – ﹤0.01% 1954
2025
Q2 		$462K Sell
13,063
-6,019
-32% -$229K ﹤0.01% 1714
2025
Q1 		$668K Buy
19,082
+3,531
+23% +$161K ﹤0.01% 1414
2024
Q4 		$830K Buy
15,551
+5,411
+53% +$262K ﹤0.01% 1302
2024
Q3 		$390K Hold
10,140
– – ﹤0.01% 1712
2024
Q2 		$366K Buy
10,140
+1,187
+13% +$38.2K ﹤0.01% 1709
2024
Q1 		$284K Hold
8,953
– – ﹤0.01% 1844
2023
Q4 		$241K Buy
8,953
+2,228
+33% +$57.1K ﹤0.01% 1976
2023
Q3 		$155K Hold
6,725
– – ﹤0.01% 2127
2023
Q2 		$131K Buy
6,725
+2,358
+54% +$49.7K ﹤0.01% 2194
2023
Q1 		$90.4K Buy
+4,367
New +$67.3K ﹤0.01% 2339

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

Zurich Cantonal Bank's VERX Position: Q2 2026 in Review

Zurich Cantonal Bank reduced its Vertex (VERX) stake by 57% in Q2 2026, selling an estimated $279K and leaving 16,705 shares worth $192K. The position accounts for ﹤0.01% of the portfolio, ranked #2314.

Zurich Cantonal Bank first reported a position in VERX in Q1 2023 and has held it in 14 quarters since. The position peaked at $830K in Q4 2024. 228 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

  • Zurich Cantonal Bank held 16,705 shares of Vertex worth $192K as of Q2 2026.
  • Zurich Cantonal Bank sold 22,343 Vertex shares in Q2 2026, an estimated $279K.
  • Vertex made up ﹤0.01% of Zurich Cantonal Bank's portfolio in Q2 2026, its #2314 holding.
  • Zurich Cantonal Bank first reported a position in Vertex in Q1 2023 and has held it in 14 quarters since.
  • Zurich Cantonal Bank's Vertex position peaked at $830K in Q4 2024.
  • 228 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on Zurich Cantonal Bank's 13F filing for Q2 2026, filed 12 Aug 2026.