CoreCap Advisors’s Virtus Investment Partners VRTS Stock Holding History

CoreCap Advisors’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	–	Sell	-4	Closed	-$574	–	3362
2026 Q2	$574	Buy	+4	New	+$565	﹤0.01%	2825

Other funds holding VRTS

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return

Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

CoreCap Advisors's VRTS Position: Q3 2026 in Review

CoreCap Advisors sold out of Virtus Investment Partners (VRTS) in Q3 2026, closing a stake of 4 shares — an estimated $574 sold.

CoreCap Advisors first reported a position in VRTS in Q2 2026 and held it in 1 quarter. The position peaked at $574 in Q2 2026. 8 funds tracked by Wall St. Rank hold VRTS as of Q3 2026.

CoreCap Advisors reported no remaining Virtus Investment Partners position as of Q3 2026 after selling out during the quarter.
CoreCap Advisors sold 4 Virtus Investment Partners shares in Q3 2026, an estimated $574.
CoreCap Advisors first reported a position in Virtus Investment Partners in Q2 2026 and held it in 1 quarter.
CoreCap Advisors's Virtus Investment Partners position peaked at $574 in Q2 2026.
8 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.