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Capital Advisors Wealth Management’s Virtu Financial VIRT Stock Holding History

Capital Advisors Wealth Management’s Portfolio VIRT Stock Details VIRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$524K Buy
9,505
+5
+0.1% +$300 0.06% 140
2026
Q2 		$566K Buy
9,500
+135
+1% +$7.1K 0.07% 136
2026
Q1 		$412K Buy
9,365
+227
+2% +$8.84K 0.06% 150
2025
Q4 		$304K Buy
9,138
+1,425
+18% +$48.7K 0.04% 168
2025
Q3 		$274K Buy
+7,713
New +$317K 0.04% 179

Other funds holding VIRT

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SP
Successful Portfolios Clearwater, Florida $217M AUM 30.72% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Capital Advisors Wealth Management's VIRT Position: Q3 2026 in Review

Capital Advisors Wealth Management increased its Virtu Financial (VIRT) stake by 0.05% in Q3 2026, buying an estimated $300 and bringing the position to 9,505 shares worth $524K. The position accounts for 0.06% of the portfolio, ranked #140.

Capital Advisors Wealth Management first reported a position in VIRT in Q3 2025 and has held it in 5 quarters since. The position peaked at $566K in Q2 2026. 17 funds tracked by Wall St. Rank hold VIRT as of Q3 2026.

  • Capital Advisors Wealth Management held 9,505 shares of Virtu Financial worth $524K as of Q3 2026.
  • Capital Advisors Wealth Management bought 5 Virtu Financial shares in Q3 2026, an estimated $300.
  • Virtu Financial made up 0.06% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #140 holding.
  • Capital Advisors Wealth Management first reported a position in Virtu Financial in Q3 2025 and has held it in 5 quarters since.
  • Capital Advisors Wealth Management's Virtu Financial position peaked at $566K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held Virtu Financial as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.