Creative Planning’s Virtu Financial VIRT Stock Holding History

Creative Planning’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 Q1	$955K	Buy	21,724 +12,932	+147%	+$504K	﹤0.01%	2505
2025 Q4	$293K	Buy	8,792 +1,991	+29%	+$68.1K	﹤0.01%	3257
2025 Q3	$241K	Buy	6,801 +1,565	+30%	+$64.3K	﹤0.01%	3317
2025 Q2	$235K	Buy	+5,236	New	+$211K	﹤0.01%	3103
2025 Q1	–	Sell	-58	Closed	-$2.07K	–	3736
2024 Q4	$2.07K	Buy	+58	New	+$2K	﹤0.01%	3459
2023 Q2	–	Sell	-10,563	Closed	-$200K	–	2846
2023 Q1	$200K	Buy	+10,563	New	+$203K	﹤0.01%	2131
2017 Q3	–	Sell	-300	Closed	-$5K	–	3658
2017 Q2	$5K	Hold	300	–	–	﹤0.01%	4011
2017 Q1	$5K	Hold	300	–	–	﹤0.01%	3979
2016 Q4	$5K	Hold	300	–	–	﹤0.01%	3978
2016 Q3	$4K	Sell	300 -180	-38%	-$3.03K	﹤0.01%	4003
2016 Q2	$9K	Hold	480	–	–	﹤0.01%	3334
2016 Q1	$11K	Buy	480 +180	+60%	+$3.99K	﹤0.01%	3182
2015 Q4	$7K	Hold	300	–	–	﹤0.01%	3531
2015 Q3	$7K	Buy	+300	New	+$6.88K	﹤0.01%	3446

Other funds holding VIRT

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

ACL

Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

Creative Planning's VIRT Position: Q1 2026 in Review

Creative Planning increased its Virtu Financial (VIRT) stake by 147% in Q1 2026, buying an estimated $504K and bringing the position to 21,724 shares worth $955K. The position accounts for ﹤0.01% of the portfolio, ranked #2505.

Creative Planning first reported a position in VIRT in Q3 2015 and has held it in 14 quarters since. 428 funds tracked by Wall St. Rank hold VIRT as of Q1 2026.

Creative Planning held 21,724 shares of Virtu Financial worth $955K as of Q1 2026.
Creative Planning bought 12,932 Virtu Financial shares in Q1 2026, an estimated $504K.
Virtu Financial made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2505 holding.
Creative Planning first reported a position in Virtu Financial in Q3 2015 and has held it in 14 quarters since.
428 funds tracked by Wall St. Rank held Virtu Financial as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.