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Farther Finance Advisors’s Virtus Investment Partners VRTS Stock Holding History

Farther Finance Advisors’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 		$106K Buy
801
+24
+3% +$3.75K ﹤0.01% 2804
2026
Q2 		$112K Buy
777
+171
+28% +$24.1K ﹤0.01% 2634
2026
Q1 		$79.5K Buy
606
+372
+159% +$54.9K ﹤0.01% 2669
2025
Q4 		$38.2K Buy
234
+49
+26% +$8.28K ﹤0.01% 2989
2025
Q3 		$35.2K Buy
185
+43
+30% +$8.46K ﹤0.01% 2663
2025
Q2 		$25.8K Buy
142
+141
+14,100% +$23.5K ﹤0.01% 2526
2025
Q1 		$174 Sell
1
-23
-96% -$4.39K ﹤0.01% 3975
2024
Q4 		$5.29K Sell
24
-27
-53% -$6.15K ﹤0.01% 2642
2024
Q3 		$10.7K Sell
51
-5
-9% -$1.07K ﹤0.01% 2339
2024
Q2 		$12.5K Hold
56
– – ﹤0.01% 1989
2024
Q1 		$13.6K Buy
56
+1
+2% +$237 ﹤0.01% 1633
2023
Q4 		$13.3K Buy
55
+3
+6% +$599 ﹤0.01% 1481
2023
Q3 		$10.5K Buy
52
+30
+136% +$6.11K ﹤0.01% 1274
2023
Q2 		$4.34K Buy
+22
New +$4.16K ﹤0.01% 1479

Other funds holding VRTS

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Farther Finance Advisors's VRTS Position: Q3 2026 in Review

Farther Finance Advisors increased its Virtus Investment Partners (VRTS) stake by 3.1% in Q3 2026, buying an estimated $3.75K and bringing the position to 801 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #2804.

Farther Finance Advisors first reported a position in VRTS in Q2 2023 and has held it in 14 quarters since. The position peaked at $112K in Q2 2026. 8 funds tracked by Wall St. Rank hold VRTS as of Q3 2026.

  • Farther Finance Advisors held 801 shares of Virtus Investment Partners worth $106K as of Q3 2026.
  • Farther Finance Advisors bought 24 Virtus Investment Partners shares in Q3 2026, an estimated $3.75K.
  • Virtus Investment Partners made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2804 holding.
  • Farther Finance Advisors first reported a position in Virtus Investment Partners in Q2 2023 and has held it in 14 quarters since.
  • Farther Finance Advisors's Virtus Investment Partners position peaked at $112K in Q2 2026.
  • 8 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.