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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Evergreen Capital Management's VRTS Position: Q1 2026 in Review

Evergreen Capital Management opened a new position in Virtus Investment Partners (VRTS) in Q1 2026: 2,897 shares worth $389K. The stake represents 0.01% of the portfolio and ranks #945 among its holdings. This is a return to the name: Evergreen Capital Management previously reported a position in VRTS as recently as Q3 2025.

Evergreen Capital Management first reported a position in VRTS in Q3 2025 and has held it in 2 quarters since. 237 funds tracked by Wall St. Rank hold VRTS as of Q1 2026.

  • Evergreen Capital Management held 2,897 shares of Virtus Investment Partners worth $389K as of Q1 2026.
  • Virtus Investment Partners was a new Evergreen Capital Management position in Q1 2026.
  • Virtus Investment Partners made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #945 holding.
  • Evergreen Capital Management first reported a position in Virtus Investment Partners in Q3 2025 and has held it in 2 quarters since.
  • 237 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.