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Hilltop National Bank’s Virtus Investment Partners VRTS Stock Holding History

Hilltop National Bank’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
-141
Closed -$18.9K – 830
2026
Q1 		$18.9K Hold
141
– – ﹤0.01% 598
2025
Q4 		$23K Hold
141
– – 0.01% 563
2025
Q3 		$26.8K Hold
141
– – 0.01% 539
2025
Q2 		$25.6K Buy
+141
New +$23.5K 0.01% 540
2024
Q4 		$31.1K Hold
141
– – 0.01% 510
2024
Q3 		$29.5K Hold
141
– – 0.01% 529
2024
Q2 		$31.8K Hold
141
– – 0.01% 514
2024
Q1 		$35K Buy
+141
New +$33.4K 0.01% 498

Other funds holding VRTS

Wealth Enhancement Advisory Services
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
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

Hilltop National Bank's VRTS Position: Q2 2026 in Review

Hilltop National Bank sold out of Virtus Investment Partners (VRTS) in Q2 2026, closing a stake of 141 shares — an estimated $18.9K sold.

Hilltop National Bank first reported a position in VRTS in Q1 2024 and held it in 8 quarters. The position peaked at $35K in Q1 2024. 22 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

  • Hilltop National Bank reported no remaining Virtus Investment Partners position as of Q2 2026 after selling out during the quarter.
  • Hilltop National Bank sold 141 Virtus Investment Partners shares in Q2 2026, an estimated $18.9K.
  • Hilltop National Bank first reported a position in Virtus Investment Partners in Q1 2024 and held it in 8 quarters.
  • Hilltop National Bank's Virtus Investment Partners position peaked at $35K in Q1 2024.
  • 22 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

Based on Hilltop National Bank's 13F filing for Q2 2026, filed 2 Jul 2026.