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Godfrey Financial Associates’s Virtus Investment Partners VRTS Stock Holding History

Godfrey Financial Associates’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 		$4.43K Hold
33
– – ﹤0.01% 543
2025
Q4 		$5.38K Buy
+33
New +$5.58K ﹤0.01% 501

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Victory Capital Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
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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

Godfrey Financial Associates's VRTS Position: Q1 2026 in Review

Godfrey Financial Associates held its Virtus Investment Partners (VRTS) position steady in Q1 2026 at 33 shares worth $4.43K. The position accounts for ﹤0.01% of the portfolio, ranked #543.

Godfrey Financial Associates first reported a position in VRTS in Q4 2025 and has held it in 2 quarters since. The position peaked at $5.38K in Q4 2025. 237 funds tracked by Wall St. Rank hold VRTS as of Q1 2026.

  • Godfrey Financial Associates held 33 shares of Virtus Investment Partners worth $4.43K as of Q1 2026.
  • Godfrey Financial Associates left its Virtus Investment Partners share count unchanged in Q1 2026.
  • Virtus Investment Partners made up ﹤0.01% of Godfrey Financial Associates's portfolio in Q1 2026, its #543 holding.
  • Godfrey Financial Associates first reported a position in Virtus Investment Partners in Q4 2025 and has held it in 2 quarters since.
  • Godfrey Financial Associates's Virtus Investment Partners position peaked at $5.38K in Q4 2025.
  • 237 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2026.

Based on Godfrey Financial Associates's 13F filing for Q1 2026, filed 12 May 2026.