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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
Q2 		$93K Buy
648
+475
+275% +$67K ﹤0.01% 1984
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Allworth Financial's VRTS Position: Q2 2026 in Review

Allworth Financial increased its Virtus Investment Partners (VRTS) stake by 275% in Q2 2026, buying an estimated $67K and bringing the position to 648 shares worth $93K. The position accounts for ﹤0.01% of the portfolio, ranked #1984.

Allworth Financial first reported a position in VRTS in Q1 2022 and has held it in 18 quarters since. 234 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

  • Allworth Financial held 648 shares of Virtus Investment Partners worth $93K as of Q2 2026.
  • Allworth Financial bought 475 Virtus Investment Partners shares in Q2 2026, an estimated $67K.
  • Virtus Investment Partners made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1984 holding.
  • Allworth Financial first reported a position in Virtus Investment Partners in Q1 2022 and has held it in 18 quarters since.
  • 234 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.