Evergreen Capital Management’s Virtus Investment Partners VRTS Stock Holding History

Evergreen Capital 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 Q3	$341K	Sell	2,580 -11	-0.4%	-$1.72K	0.01%	1084
2026 Q2	$372K	Sell	2,591 -306	-11%	-$43.2K	0.01%	1080
2026 Q1	$389K	Buy	+2,897	New	+$427K	0.01%	945
2025 Q4	–	Sell	-1,774	Closed	-$337K	–	1522
2025 Q3	$337K	Buy	+1,774	New	+$349K	0.01%	891

Other funds holding VRTS

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

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

Evergreen Capital Management's VRTS Position: Q3 2026 in Review

Evergreen Capital Management reduced its Virtus Investment Partners (VRTS) stake by 0.42% in Q3 2026, selling an estimated $1.72K and leaving 2,580 shares worth $341K. The position accounts for 0.01% of the portfolio, ranked #1084.

Evergreen Capital Management first reported a position in VRTS in Q3 2025 and has held it in 4 quarters since. The position peaked at $389K in Q1 2026. 35 funds tracked by Wall St. Rank hold VRTS as of Q3 2026.

Evergreen Capital Management held 2,580 shares of Virtus Investment Partners worth $341K as of Q3 2026.
Evergreen Capital Management sold 11 Virtus Investment Partners shares in Q3 2026, an estimated $1.72K.
Virtus Investment Partners made up 0.01% of Evergreen Capital Management's portfolio in Q3 2026, its #1084 holding.
Evergreen Capital Management first reported a position in Virtus Investment Partners in Q3 2025 and has held it in 4 quarters since.
Evergreen Capital Management's Virtus Investment Partners position peaked at $389K in Q1 2026.
35 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q3 2026.

Based on Evergreen Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.