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Cornerstone Financial Management’s Virtus Investment Partners VRTS Stock Holding History

Cornerstone Financial Management’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 		$574 Sell
4
-7
-64% -$988 ﹤0.01% 1303
2026
Q1 		$1.48K Buy
11
+8
+267% +$1.18K ﹤0.01% 839
2025
Q4 		$489 Buy
+3
New +$507 ﹤0.01% 1185

Other funds holding VRTS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cornerstone Financial Management's VRTS Position: Q2 2026 in Review

Cornerstone Financial Management reduced its Virtus Investment Partners (VRTS) stake by 64% in Q2 2026, selling an estimated $988 and leaving 4 shares worth $574. The position accounts for ﹤0.01% of the portfolio, ranked #1303.

Cornerstone Financial Management first reported a position in VRTS in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.48K in Q1 2026. 233 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

  • Cornerstone Financial Management held 4 shares of Virtus Investment Partners worth $574 as of Q2 2026.
  • Cornerstone Financial Management sold 7 Virtus Investment Partners shares in Q2 2026, an estimated $988.
  • Virtus Investment Partners made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #1303 holding.
  • Cornerstone Financial Management first reported a position in Virtus Investment Partners in Q4 2025 and has held it in 3 quarters since.
  • Cornerstone Financial Management's Virtus Investment Partners position peaked at $1.48K in Q1 2026.
  • 233 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.