FFA
VGI

Founders Financial Alliance’s Virtus Global Multi-Sector Income Fund VGI Stock Holding History

Founders Financial Alliance’s Portfolio VGI Stock Details VGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$183K Sell
24,467
-44
-0.2% -$329 0.02% 445
2026
Q1 		$181K Buy
24,511
+5,985
+32% +$46.4K 0.03% 401
2025
Q4 		$145K Buy
18,526
+2,404
+15% +$18.8K 0.03% 374
2025
Q3 		$128K Buy
+16,122
New +$128K 0.02% 418

Other funds holding VGI

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Founders Financial Alliance's VGI Position: Q2 2026 in Review

Founders Financial Alliance reduced its Virtus Global Multi-Sector Income Fund (VGI) stake by 0.18% in Q2 2026, selling an estimated $329 and leaving 24,467 shares worth $183K. The position accounts for 0.02% of the portfolio, ranked #445.

Founders Financial Alliance first reported a position in VGI in Q3 2025 and has held it in 4 quarters since. 36 funds tracked by Wall St. Rank hold VGI as of Q2 2026.

  • Founders Financial Alliance held 24,467 shares of Virtus Global Multi-Sector Income Fund worth $183K as of Q2 2026.
  • Founders Financial Alliance sold 44 Virtus Global Multi-Sector Income Fund shares in Q2 2026, an estimated $329.
  • Virtus Global Multi-Sector Income Fund made up 0.02% of Founders Financial Alliance's portfolio in Q2 2026, its #445 holding.
  • Founders Financial Alliance first reported a position in Virtus Global Multi-Sector Income Fund in Q3 2025 and has held it in 4 quarters since.
  • 36 funds tracked by Wall St. Rank held Virtus Global Multi-Sector Income Fund as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.