Bruce G. Allen Investments’s Virtus Investment Partners VRTS Stock Holding History

Bruce G. Allen Investments’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	$861	Buy	6 +5	+500%	+$706	﹤0.01%	851
2026 Q1	$134	Sell	1 -4	-80%	-$590	﹤0.01%	1076
2025 Q4	$816	Buy	5 +1	+25%	+$169	﹤0.01%	871
2025 Q3	$760	Hold	4	–	–	﹤0.01%	881
2025 Q2	$726	Buy	+4	New	+$665	﹤0.01%	885
2025 Q1	–	Sell	-1	Closed	-$221	–	1136
2024 Q4	$221	Hold	1	–	–	﹤0.01%	1057
2024 Q3	$209	Buy	+1	New	+$214	﹤0.01%	1082
2024 Q2	–	Sell	-2	Closed	-$496	–	1029
2024 Q1	$496	Buy	+2	New	+$474	﹤0.01%	859

Other funds holding VRTS

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Bruce G. Allen Investments's VRTS Position: Q2 2026 in Review

Bruce G. Allen Investments increased its Virtus Investment Partners (VRTS) stake by 500% in Q2 2026, buying an estimated $706 and bringing the position to 6 shares worth $861. The position accounts for ﹤0.01% of the portfolio, ranked #851.

Bruce G. Allen Investments first reported a position in VRTS in Q1 2024 and has held it in 8 quarters since. 60 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

Bruce G. Allen Investments held 6 shares of Virtus Investment Partners worth $861 as of Q2 2026.
Bruce G. Allen Investments bought 5 Virtus Investment Partners shares in Q2 2026, an estimated $706.
Virtus Investment Partners made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #851 holding.
Bruce G. Allen Investments first reported a position in Virtus Investment Partners in Q1 2024 and has held it in 8 quarters since.
60 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.