Citigroup
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Citigroup’s Virtus Investment Partners VRTS Stock Holding History

Citigroup’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 		$702K Buy
5,228
+2,186
+72% +$322K ﹤0.01% 3344
2025
Q4 		$496K Sell
3,042
-62
-2% -$10.5K ﹤0.01% 3573
2025
Q3 		$590K Sell
3,104
-8,748
-74% -$1.72M ﹤0.01% 3492
2025
Q2 		$2.15M Buy
11,852
+1,886
+19% +$314K ﹤0.01% 2576
2025
Q1 		$1.72M Buy
9,966
+186
+2% +$35.5K ﹤0.01% 2836
2024
Q4 		$2.16M Buy
9,780
+1,036
+12% +$236K ﹤0.01% 2752
2024
Q3 		$1.83M Buy
8,744
+3,442
+65% +$737K ﹤0.01% 2749
2024
Q2 		$1.2M Sell
5,302
-759
-13% -$173K ﹤0.01% 2781
2024
Q1 		$1.5M Buy
6,061
+1,905
+46% +$451K ﹤0.01% 2682
2023
Q4 		$1M Buy
4,156
+1,504
+57% +$300K ﹤0.01% 2814
2023
Q3 		$536K Sell
2,652
-2,345
-47% -$477K ﹤0.01% 3008
2023
Q2 		$987K Buy
4,997
+1,913
+62% +$362K ﹤0.01% 2855
2023
Q1 		$587K Sell
3,084
-999
-24% -$202K ﹤0.01% 3001
2022
Q4 		$782K Buy
4,083
+820
+25% +$147K ﹤0.01% 2841
2022
Q3 		$520K Buy
3,263
+116
+4% +$22.2K ﹤0.01% 3208
2022
Q2 		$539K Sell
3,147
-3,545
-53% -$669K ﹤0.01% 3170
2022
Q1 		$1.61M Buy
6,692
+460
+7% +$116K ﹤0.01% 2537
2021
Q4 		$1.85M Buy
6,232
+1,598
+34% +$496K ﹤0.01% 2689
2021
Q3 		$1.44M Buy
4,634
+592
+15% +$176K ﹤0.01% 2798
2021
Q2 		$1.12M Sell
4,042
-402
-9% -$109K ﹤0.01% 3128
2021
Q1 		$1.05M Buy
4,444
+2,511
+130% +$604K ﹤0.01% 2945
2020
Q4 		$419K Buy
1,933
+1,303
+207% +$237K ﹤0.01% 4362
2020
Q3 		$87K Sell
630
-2,826
-82% -$382K ﹤0.01% 5224
2020
Q2 		$402K Sell
3,456
-1,331
-28% -$125K ﹤0.01% 4463
2020
Q1 		$364K Buy
4,787
+1,294
+37% +$146K ﹤0.01% 4175
2019
Q4 		$425K Sell
3,493
-2,170
-38% -$242K ﹤0.01% 4570
2019
Q3 		$626K Buy
5,663
+576
+11% +$62K ﹤0.01% 4129
2019
Q2 		$546K Buy
5,087
+834
+20% +$93.1K ﹤0.01% 4332
2019
Q1 		$415K Sell
4,253
-207
-5% -$19.6K ﹤0.01% 4379
2018
Q4 		$354K Buy
4,460
+82
+2% +$7.96K ﹤0.01% 4486
2018
Q3 		$498K Buy
4,378
+3,112
+246% +$395K ﹤0.01% 4286
2018
Q2 		$162K Buy
1,266
+814
+180% +$101K ﹤0.01% 5273
2018
Q1 		$56K Sell
452
-8,607
-95% -$1.09M ﹤0.01% 6081
2017
Q4 		$1.04M Sell
9,059
-8,522
-48% -$1M ﹤0.01% 3299
2017
Q3 		$2.04M Buy
17,581
+4,265
+32% +$476K ﹤0.01% 2641
2017
Q2 		$1.48M Buy
13,316
+6,279
+89% +$666K ﹤0.01% 2905
2017
Q1 		$746K Sell
7,037
-3,509
-33% -$392K ﹤0.01% 3516
2016
Q4 		$1.25M Buy
10,546
+420
+4% +$45.8K ﹤0.01% 3460
2016
Q3 		$990K Buy
10,126
+6,553
+183% +$574K ﹤0.01% 3232
2016
Q2 		$254K Sell
3,573
-3,193
-47% -$242K ﹤0.01% 4281
2016
Q1 		$528K Buy
6,766
+4,607
+213% +$414K ﹤0.01% 4058
2015
Q4 		$254K Sell
2,159
-1,619
-43% -$194K ﹤0.01% 4519
2015
Q3 		$380K Buy
3,778
+643
+21% +$74K ﹤0.01% 4004
2015
Q2 		$415K Buy
3,135
+1,886
+151% +$246K ﹤0.01% 3875
2015
Q1 		$164K Sell
1,249
-1,758
-58% -$248K ﹤0.01% 4685
2014
Q4 		$513K Buy
3,007
+2,731
+989% +$457K ﹤0.01% 3864
2014
Q3 		$48K Buy
276
+188
+214% +$38.2K ﹤0.01% 5334
2014
Q2 		$19K Sell
88
-1,285
-94% -$242K ﹤0.01% 5839
2014
Q1 		$238K Sell
1,373
-980
-42% -$181K ﹤0.01% 4169
2013
Q4 		$471K Buy
2,353
+2,138
+994% +$411K ﹤0.01% 3845
2013
Q3 		$35K Sell
215
-524
-71% -$94.7K ﹤0.01% 5556
2013
Q2 		$130K Buy
+739
New +$153K ﹤0.01% 4631

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

Citigroup's VRTS Position: Q1 2026 in Review

Citigroup increased its Virtus Investment Partners (VRTS) stake by 72% in Q1 2026, buying an estimated $322K and bringing the position to 5,228 shares worth $702K. The position accounts for ﹤0.01% of the portfolio, ranked #3344.

Citigroup first reported a position in VRTS in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.16M in Q4 2024. 237 funds tracked by Wall St. Rank hold VRTS as of Q1 2026.

  • Citigroup held 5,228 shares of Virtus Investment Partners worth $702K as of Q1 2026.
  • Citigroup bought 2,186 Virtus Investment Partners shares in Q1 2026, an estimated $322K.
  • Virtus Investment Partners made up ﹤0.01% of Citigroup's portfolio in Q1 2026, its #3344 holding.
  • Citigroup first reported a position in Virtus Investment Partners in Q2 2013 and has held it in 52 quarters since.
  • Citigroup's Virtus Investment Partners position peaked at $2.16M in Q4 2024.
  • 237 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2026.

Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.