Bare Financial Services
VRTS icon

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
Q3 		$3.97K Buy
30
+3
+11% +$469 ﹤0.01% 993
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

Dimensional Fund Advisors
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Villanova Investment Management
Villanova Investment Management Wayne, Pennsylvania $100M AUM 1.2% 1-Year Est. Return
Kennondale Capital Management
Kennondale Capital Management Richmond, Virginia $154M AUM 37.2% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Bare Financial Services's VRTS Position: Q3 2026 in Review

Bare Financial Services increased its Virtus Investment Partners (VRTS) stake by 11% in Q3 2026, buying an estimated $469 and bringing the position to 30 shares worth $3.97K. The position accounts for ﹤0.01% of the portfolio, ranked #993.

Bare Financial Services first reported a position in VRTS in Q1 2025 and has held it in 7 quarters since. 96 funds tracked by Wall St. Rank hold VRTS as of Q3 2026.

  • Bare Financial Services held 30 shares of Virtus Investment Partners worth $3.97K as of Q3 2026.
  • Bare Financial Services bought 3 Virtus Investment Partners shares in Q3 2026, an estimated $469.
  • Virtus Investment Partners made up ﹤0.01% of Bare Financial Services's portfolio in Q3 2026, its #993 holding.
  • Bare Financial Services first reported a position in Virtus Investment Partners in Q1 2025 and has held it in 7 quarters since.
  • 96 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q3 2026.

Based on Bare Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.