Rothwell Investment Advisors, LLC’s Virtu Financial VIRT Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio VIRT Stock Details VIRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$135K	Buy	+2,450	New	+$147K	0.07%	238

Other funds holding VIRT

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Fulcrum Asset Management London, United Kingdom $2.14B AUM 54.66% 1-Year Est. Return

Rothwell Investment Advisors, LLC's VIRT Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Virtu Financial (VIRT) in Q3 2026: 2,450 shares worth $135K. The stake represents 0.07% of the portfolio and ranks #238 among its holdings.

200 funds tracked by Wall St. Rank hold VIRT as of Q3 2026.

Rothwell Investment Advisors, LLC held 2,450 shares of Virtu Financial worth $135K as of Q3 2026.
Virtu Financial was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Virtu Financial made up 0.07% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #238 holding.
200 funds tracked by Wall St. Rank held Virtu Financial as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.