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Cullen/Frost Bankers’s Virtus Investment Partners VRTS Stock Holding History

Cullen/Frost Bankers’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
2025
Q1 		– Sell
-41
Closed -$9.04K – 1492
2024
Q4 		$9.04K Buy
+41
New +$9.33K ﹤0.01% 898

Other funds holding VRTS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Cullen/Frost Bankers's VRTS Position: Q1 2025 in Review

Cullen/Frost Bankers sold out of Virtus Investment Partners (VRTS) in Q1 2025, closing a stake of 41 shares — an estimated $9.04K sold.

Cullen/Frost Bankers first reported a position in VRTS in Q4 2024 and held it in 1 quarter. The position peaked at $9.04K in Q4 2024. 236 funds tracked by Wall St. Rank hold VRTS as of Q1 2025.

  • Cullen/Frost Bankers reported no remaining Virtus Investment Partners position as of Q1 2025 after selling out during the quarter.
  • Cullen/Frost Bankers sold 41 Virtus Investment Partners shares in Q1 2025, an estimated $9.04K.
  • Cullen/Frost Bankers first reported a position in Virtus Investment Partners in Q4 2024 and held it in 1 quarter.
  • Cullen/Frost Bankers's Virtus Investment Partners position peaked at $9.04K in Q4 2024.
  • 236 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2025.

Based on Cullen/Frost Bankers's 13F filing for Q1 2025, filed 2 May 2025.