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Bare Financial Services’s Virtus Investment Partners VRTS Stock Holding History

Bare Financial Services’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 		$3.88K Buy
27
+7
+35% +$988 ﹤0.01% 947
2026
Q1 		$2.69K Buy
20
+17
+567% +$2.51K ﹤0.01% 883
2025
Q4 		$489 Sell
3
-3
-50% -$507 ﹤0.01% 1423
2025
Q3 		$1.14K Hold
6
– – ﹤0.01% 982
2025
Q2 		$1.09K Sell
6
-2
-25% -$333 ﹤0.01% 898
2025
Q1 		$1.38K Buy
+8
New +$1.53K ﹤0.01% 438

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 $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
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

Bare Financial Services's VRTS Position: Q2 2026 in Review

Bare Financial Services increased its Virtus Investment Partners (VRTS) stake by 35% in Q2 2026, buying an estimated $988 and bringing the position to 27 shares worth $3.88K. The position accounts for ﹤0.01% of the portfolio, ranked #947.

Bare Financial Services first reported a position in VRTS in Q1 2025 and has held it in 6 quarters since. 235 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

  • Bare Financial Services held 27 shares of Virtus Investment Partners worth $3.88K as of Q2 2026.
  • Bare Financial Services bought 7 Virtus Investment Partners shares in Q2 2026, an estimated $988.
  • Virtus Investment Partners made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #947 holding.
  • Bare Financial Services first reported a position in Virtus Investment Partners in Q1 2025 and has held it in 6 quarters since.
  • 235 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.