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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

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 $3.38T AUM 44.17% 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

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. 234 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.
  • 234 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.