First Citizens Bank & Trust’s Virtus Investment Partners VRTS Stock Holding History

First Citizens Bank & Trust’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 Q2	$343K	Sell	2,393 -45	-2%	-$6.35K	0.01%	532
2026 Q1	$328K	Hold	2,438	–	–	0.01%	532
2025 Q4	$398K	Sell	2,438 -18	-0.7%	-$3.04K	0.01%	489
2025 Q3	$467K	Sell	2,456 -92	-4%	-$18.1K	0.01%	453
2025 Q2	$462K	Buy	+2,548	New	+$424K	0.01%	448

Other funds holding VRTS

VIM

Villanova Investment Management Wayne, Pennsylvania $105M AUM 9.97% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

First Citizens Bank & Trust's VRTS Position: Q2 2026 in Review

First Citizens Bank & Trust reduced its Virtus Investment Partners (VRTS) stake by 1.8% in Q2 2026, selling an estimated $6.35K and leaving 2,393 shares worth $343K. The position accounts for 0.01% of the portfolio, ranked #532.

First Citizens Bank & Trust first reported a position in VRTS in Q2 2025 and has held it in 5 quarters since. The position peaked at $467K in Q3 2025. 58 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

First Citizens Bank & Trust held 2,393 shares of Virtus Investment Partners worth $343K as of Q2 2026.
First Citizens Bank & Trust sold 45 Virtus Investment Partners shares in Q2 2026, an estimated $6.35K.
Virtus Investment Partners made up 0.01% of First Citizens Bank & Trust's portfolio in Q2 2026, its #532 holding.
First Citizens Bank & Trust first reported a position in Virtus Investment Partners in Q2 2025 and has held it in 5 quarters since.
First Citizens Bank & Trust's Virtus Investment Partners position peaked at $467K in Q3 2025.
58 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

Based on First Citizens Bank & Trust's 13F filing for Q2 2026, filed 13 Jul 2026.