Clearstead Advisors’s Virco VIRC Stock Holding History

Clearstead Advisors’s Portfolio VIRC Stock Details VIRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-3	Closed	-$24	–	3255
2025 Q2	$24	Buy	+3	New	+$26	﹤0.01%	2701

Other funds holding VIRC

Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BAM

Bastion Asset Management Montreal, Canada $328M AUM 13.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Clearstead Advisors's VIRC Position: Q3 2025 in Review

Clearstead Advisors sold out of Virco (VIRC) in Q3 2025, closing a stake of 3 shares — an estimated $24 sold.

Clearstead Advisors first reported a position in VIRC in Q2 2025 and held it in 1 quarter. The position peaked at $24 in Q2 2025. 84 funds tracked by Wall St. Rank hold VIRC as of Q3 2025.

Clearstead Advisors reported no remaining Virco position as of Q3 2025 after selling out during the quarter.
Clearstead Advisors sold 3 Virco shares in Q3 2025, an estimated $24.
Clearstead Advisors first reported a position in Virco in Q2 2025 and held it in 1 quarter.
Clearstead Advisors's Virco position peaked at $24 in Q2 2025.
84 funds tracked by Wall St. Rank held Virco as of Q3 2025.

Based on Clearstead Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.