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Allworth Financial’s Virtus Investment Partners VRTS Stock Holding History

Allworth Financial’s Portfolio VRTS Stock Details VRTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$23.3K Buy
173
+34
+24% +$5.02K ﹤0.01% 2881
2025
Q4 		$22.7K Buy
139
+17
+14% +$2.87K ﹤0.01% 2730
2025
Q3 		$23.2K Buy
122
+90
+281% +$17.7K ﹤0.01% 2607
2025
Q2 		$5.8K Buy
32
+24
+300% +$3.99K ﹤0.01% 3186
2025
Q1 		$1.25K Sell
8
-5
-38% -$955 ﹤0.01% 3387
2024
Q4 		$2.72K Buy
13
+5
+63% +$1.14K ﹤0.01% 3036
2024
Q3 		$1.68K Hold
8
– – ﹤0.01% 3031
2024
Q2 		$1.92K Hold
8
– – ﹤0.01% 2941
2024
Q1 		$1.98K Hold
8
– – ﹤0.01% 2812
2023
Q4 		$1.94K Buy
8
+1
+14% +$200 ﹤0.01% 2696
2023
Q3 		$1.41K Buy
7
+2
+40% +$407 ﹤0.01% 2702
2023
Q2 		$988 Hold
5
– – ﹤0.01% 2740
2023
Q1 		$952 Hold
5
– – ﹤0.01% 2687
2022
Q4 		$957 Sell
5
-119
-96% -$21.3K ﹤0.01% 2490
2022
Q3 		$20K Sell
124
-1
-0.8% -$192 ﹤0.01% 1298
2022
Q2 		$21K Buy
125
+120
+2,400% +$22.7K ﹤0.01% 1235
2022
Q1 		$1K Buy
+5
New +$1.26K ﹤0.01% 2034

Other funds holding VRTS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Allworth Financial's VRTS Position: Q1 2026 in Review

Allworth Financial increased its Virtus Investment Partners (VRTS) stake by 24% in Q1 2026, buying an estimated $5.02K and bringing the position to 173 shares worth $23.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2881.

Allworth Financial first reported a position in VRTS in Q1 2022 and has held it in 17 quarters since. 237 funds tracked by Wall St. Rank hold VRTS as of Q1 2026.

  • Allworth Financial held 173 shares of Virtus Investment Partners worth $23.3K as of Q1 2026.
  • Allworth Financial bought 34 Virtus Investment Partners shares in Q1 2026, an estimated $5.02K.
  • Virtus Investment Partners made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #2881 holding.
  • Allworth Financial first reported a position in Virtus Investment Partners in Q1 2022 and has held it in 17 quarters since.
  • 237 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.