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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
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 $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

Bare Financial Services's VRTS Position: Q1 2026 in Review

Bare Financial Services increased its Virtus Investment Partners (VRTS) stake by 567% in Q1 2026, buying an estimated $2.51K and bringing the position to 20 shares worth $2.69K. The position accounts for ﹤0.01% of the portfolio, ranked #883.

Bare Financial Services first reported a position in VRTS in Q1 2025 and has held it in 5 quarters since. 237 funds tracked by Wall St. Rank hold VRTS as of Q1 2026.

  • Bare Financial Services held 20 shares of Virtus Investment Partners worth $2.69K as of Q1 2026.
  • Bare Financial Services bought 17 Virtus Investment Partners shares in Q1 2026, an estimated $2.51K.
  • Virtus Investment Partners made up ﹤0.01% of Bare Financial Services's portfolio in Q1 2026, its #883 holding.
  • Bare Financial Services first reported a position in Virtus Investment Partners in Q1 2025 and has held it in 5 quarters since.
  • 237 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2026.

Based on Bare Financial Services's 13F filing for Q1 2026, filed 14 May 2026.