HM Payson & Co’s Virtus Investment Partners VRTS Stock Holding History

HM Payson & Co’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	$144K	Hold	1,000	–	–	﹤0.01%	511
2026 Q1	$134K	Hold	1,000	–	–	﹤0.01%	509
2025 Q4	$163K	Hold	1,000	–	–	﹤0.01%	472
2025 Q3	$190K	Sell	1,000 -5	-0.5%	-$984	﹤0.01%	440
2025 Q2	$182K	Buy	1,005 +5	+0.5%	+$832	﹤0.01%	435
2025 Q1	$172K	Hold	1,000	–	–	﹤0.01%	438
2024 Q4	$221K	Hold	1,000	–	–	﹤0.01%	407
2024 Q3	$209K	Hold	1,000	–	–	﹤0.01%	408
2024 Q2	$226K	Hold	1,000	–	–	﹤0.01%	376
2024 Q1	$248K	Hold	1,000	–	–	﹤0.01%	363
2023 Q4	$242K	Hold	1,000	–	–	0.01%	355
2023 Q3	$202K	Hold	1,000	–	–	﹤0.01%	367
2023 Q2	$197K	Hold	1,000	–	–	﹤0.01%	372
2023 Q1	$190K	Hold	1,000	–	–	﹤0.01%	376
2022 Q4	$191K	Hold	1,000	–	–	﹤0.01%	376
2022 Q3	$160K	Hold	1,000	–	–	﹤0.01%	408
2022 Q2	$171K	Hold	1,000	–	–	﹤0.01%	401
2022 Q1	$240K	Hold	1,000	–	–	0.01%	372
2021 Q4	$297K	Sell	1,000 -300	-23%	-$93.2K	0.01%	351
2021 Q3	$403K	Sell	1,300 -300	-19%	-$89.1K	0.01%	296
2021 Q2	$444K	Sell	1,600 -200	-11%	-$54.1K	0.01%	283
2021 Q1	$424K	Hold	1,800	–	–	0.01%	288
2020 Q4	$391K	Hold	1,800	–	–	0.01%	292
2020 Q3	$250K	Hold	1,800	–	–	0.01%	329
2020 Q2	$209K	Hold	1,800	–	–	0.01%	337
2020 Q1	$137K	Hold	1,800	–	–	0.01%	375
2019 Q4	$219K	Hold	1,800	–	–	0.01%	381
2019 Q3	$199K	Hold	1,800	–	–	0.01%	384
2019 Q2	$193K	Buy	+1,800	New	+$201K	0.01%	399

Other funds holding VRTS

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

HM Payson & Co's VRTS Position: Q2 2026 in Review

HM Payson & Co held its Virtus Investment Partners (VRTS) position steady in Q2 2026 at 1,000 shares worth $144K. The position accounts for ﹤0.01% of the portfolio, ranked #511.

HM Payson & Co first reported a position in VRTS in Q2 2019 and has held it in 29 quarters since. The position peaked at $444K in Q2 2021. 22 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

HM Payson & Co held 1,000 shares of Virtus Investment Partners worth $144K as of Q2 2026.
HM Payson & Co left its Virtus Investment Partners share count unchanged in Q2 2026.
Virtus Investment Partners made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #511 holding.
HM Payson & Co first reported a position in Virtus Investment Partners in Q2 2019 and has held it in 29 quarters since.
HM Payson & Co's Virtus Investment Partners position peaked at $444K in Q2 2021.
22 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.