GCM
VRTS icon

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

Gator 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
Q2 		– Sell
-59,210
Closed -$7.95M – 92
2026
Q1 		$7.95M Buy
59,210
+2,619
+5% +$386K 1.63% 26
2025
Q4 		$9.23M Sell
56,591
-4,583
-7% -$774K 1.87% 17
2025
Q3 		$11.6M Buy
61,174
+464
+0.8% +$91.3K 2.95% 7
2025
Q2 		$11M Sell
60,710
-100
-0.2% -$16.6K 3.41% 5
2025
Q1 		$10.5M Buy
60,810
+39,895
+191% +$7.62M 4% 4
2024
Q4 		$4.61M Buy
20,915
+2,590
+14% +$590K 1.74% 23
2024
Q3 		$3.84M Hold
18,325
– – 1.7% 22
2024
Q2 		$4.14M Sell
18,325
-800
-4% -$182K 2.1% 22
2024
Q1 		$4.74M Hold
19,125
– – 2.43% 18
2023
Q4 		$4.62M Buy
19,125
+100
+0.5% +$20K 2.55% 16
2023
Q3 		$3.84M Sell
19,025
-1,150
-6% -$234K 2.72% 14
2023
Q2 		$3.98M Hold
20,175
– – 2.81% 16
2023
Q1 		$3.84M Buy
20,175
+2,026
+11% +$410K 2.98% 15
2022
Q4 		$3.47M Buy
18,149
+3,183
+21% +$569K 2.55% 14
2022
Q3 		$2.39M Buy
14,966
+6,268
+72% +$1.2M 1.99% 22
2022
Q2 		$1.49M Buy
+8,698
New +$1.64M 1.25% 29
2015
Q4 		$1.61M Buy
13,716
+2,889
+27% +$346K 2.79% 11
2015
Q3 		$1.09M Sell
10,827
-8,166
-43% -$940K 1.79% 25
2015
Q2 		$2.51M Sell
18,993
-1,107
-6% -$144K 3.44% 7
2015
Q1 		$2.63M Sell
20,100
-1,257
-6% -$178K 3.69% 6
2014
Q4 		$3.67M Buy
+21,357
New +$3.57M 4.6% 3

Other funds holding VRTS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Gator Capital Management's VRTS Position: Q2 2026 in Review

Gator Capital Management sold out of Virtus Investment Partners (VRTS) in Q2 2026, closing a stake of 59,210 shares — an estimated $7.95M sold.

Gator Capital Management first reported a position in VRTS in Q4 2014 and held it in 21 quarters. The position peaked at $11.6M in Q3 2025. 234 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

  • Gator Capital Management reported no remaining Virtus Investment Partners position as of Q2 2026 after selling out during the quarter.
  • Gator Capital Management sold 59,210 Virtus Investment Partners shares in Q2 2026, an estimated $7.95M.
  • Gator Capital Management first reported a position in Virtus Investment Partners in Q4 2014 and held it in 21 quarters.
  • Gator Capital Management's Virtus Investment Partners position peaked at $11.6M in Q3 2025.
  • 234 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

Based on Gator Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.