EWP
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Elevation Wealth Partners’s Virtu Financial VIRT Stock Holding History

Elevation Wealth Partners’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
Q3 		$13.4K Buy
243
+10
+4% +$599 ﹤0.01% 795
2026
Q2 		$13.9K Hold
233
– – ﹤0.01% 704
2026
Q1 		$10.2K Sell
233
-174
-43% -$6.78K ﹤0.01% 506
2025
Q4 		$13.6K Buy
+407
New +$13.9K ﹤0.01% 441

Other funds holding VIRT

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SP
Successful Portfolios Clearwater, Florida $217M AUM 30.72% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Elevation Wealth Partners's VIRT Position: Q3 2026 in Review

Elevation Wealth Partners increased its Virtu Financial (VIRT) stake by 4.3% in Q3 2026, buying an estimated $599 and bringing the position to 243 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #795.

Elevation Wealth Partners first reported a position in VIRT in Q4 2025 and has held it in 4 quarters since. The position peaked at $13.9K in Q2 2026. 17 funds tracked by Wall St. Rank hold VIRT as of Q3 2026.

  • Elevation Wealth Partners held 243 shares of Virtu Financial worth $13.4K as of Q3 2026.
  • Elevation Wealth Partners bought 10 Virtu Financial shares in Q3 2026, an estimated $599.
  • Virtu Financial made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #795 holding.
  • Elevation Wealth Partners first reported a position in Virtu Financial in Q4 2025 and has held it in 4 quarters since.
  • Elevation Wealth Partners's Virtu Financial position peaked at $13.9K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held Virtu Financial as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.