AB
VRTS icon

Amalgamated Bank’s Virtus Investment Partners VRTS Stock Holding History

Amalgamated Bank’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 		$243K Sell
1,691
-138
-8% -$19.5K ﹤0.01% 1556
2026
Q1 		$246K Sell
1,829
-17
-0.9% -$2.51K ﹤0.01% 1515
2025
Q4 		$301K Sell
1,846
-13
-0.7% -$2.2K ﹤0.01% 1479
2025
Q3 		$353K Sell
1,859
-5
-0.3% -$984 ﹤0.01% 1425
2025
Q2 		$338K Sell
1,864
-30
-2% -$4.99K ﹤0.01% 1409
2025
Q1 		$326K Sell
1,894
-37
-2% -$7.07K ﹤0.01% 1404
2024
Q4 		$426K Sell
1,931
-48
-2% -$10.9K ﹤0.01% 1357
2024
Q3 		$415K Sell
1,979
-70
-3% -$15K ﹤0.01% 1363
2024
Q2 		$463K Sell
2,049
-128
-6% -$29.1K ﹤0.01% 1325
2024
Q1 		$540K Sell
2,177
-342
-14% -$81K ﹤0.01% 1285
2023
Q4 		$609K Sell
2,519
-192
-7% -$38.3K ﹤0.01% 1363
2023
Q3 		$548K Sell
2,711
-98
-3% -$19.9K ﹤0.01% 1362
2023
Q2 		$555K Sell
2,809
-90
-3% -$17K ﹤0.01% 1384
2023
Q1 		$552K Sell
2,899
-247
-8% -$50K ﹤0.01% 1380
2022
Q4 		$602K Sell
3,146
-1
-0% -$179 0.01% 1383
2022
Q3 		$502K Sell
3,147
-12
-0.4% -$2.3K ﹤0.01% 1433
2022
Q2 		$540K Sell
3,159
-369
-10% -$69.7K 0.01% 1426
2022
Q1 		$847K Sell
3,528
-201
-5% -$50.7K 0.01% 1283
2021
Q4 		$1.11M Sell
3,729
-96
-3% -$29.8K 0.01% 1180
2021
Q3 		$1.19M Sell
3,825
-76
-2% -$22.6K 0.01% 1160
2021
Q2 		$1.08M Buy
+3,901
New +$1.06M 0.01% 1248

Other funds holding VRTS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
VIM
Villanova Investment Management Wayne, Pennsylvania $105M AUM 9.97% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Amalgamated Bank's VRTS Position: Q2 2026 in Review

Amalgamated Bank reduced its Virtus Investment Partners (VRTS) stake by 7.5% in Q2 2026, selling an estimated $19.5K and leaving 1,691 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #1556.

Amalgamated Bank first reported a position in VRTS in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.19M in Q3 2021. 98 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

  • Amalgamated Bank held 1,691 shares of Virtus Investment Partners worth $243K as of Q2 2026.
  • Amalgamated Bank sold 138 Virtus Investment Partners shares in Q2 2026, an estimated $19.5K.
  • Virtus Investment Partners made up ﹤0.01% of Amalgamated Bank's portfolio in Q2 2026, its #1556 holding.
  • Amalgamated Bank first reported a position in Virtus Investment Partners in Q2 2021 and has held it in 21 quarters since.
  • Amalgamated Bank's Virtus Investment Partners position peaked at $1.19M in Q3 2021.
  • 98 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

Based on Amalgamated Bank's 13F filing for Q2 2026, filed 23 Jul 2026.