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IBEX Wealth Advisors’s Virtu Financial VIRT Stock Holding History

IBEX Wealth Advisors’s Portfolio VIRT Stock Details VIRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-199,238
Closed -$6.64M – 213
2025
Q4 		$6.64M Buy
199,238
+2,817
+1% +$96.3K 0.65% 57
2025
Q3 		$6.97M Buy
196,421
+2,957
+2% +$122K 0.67% 45
2025
Q2 		$8.67M Buy
193,464
+6,682
+4% +$269K 0.92% 31
2025
Q1 		$7.12M Buy
186,782
+2,289
+1% +$85.1K 0.94% 37
2024
Q4 		$6.58M Buy
184,493
+57,979
+46% +$1.99M 0.78% 43
2024
Q3 		$4.2M Sell
126,514
-32,959
-21% -$940K 1.15% 37
2024
Q2 		$3.58M Buy
+159,473
New +$3.55M 0.56% 57
2020
Q4 		– Sell
-144,417
Closed -$3.32M – 109
2020
Q3 		$3.32M Buy
144,417
+2,014
+1% +$50.5K 0.96% 45
2020
Q2 		$3.36M Buy
+142,403
New +$3.33M 1.08% 42

Other funds holding VIRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

IBEX Wealth Advisors's VIRT Position: Q1 2026 in Review

IBEX Wealth Advisors sold out of Virtu Financial (VIRT) in Q1 2026, closing a stake of 199,238 shares — an estimated $6.64M sold.

IBEX Wealth Advisors first reported a position in VIRT in Q2 2020 and held it in 9 quarters. The position peaked at $8.67M in Q2 2025. 428 funds tracked by Wall St. Rank hold VIRT as of Q1 2026.

  • IBEX Wealth Advisors reported no remaining Virtu Financial position as of Q1 2026 after selling out during the quarter.
  • IBEX Wealth Advisors sold 199,238 Virtu Financial shares in Q1 2026, an estimated $6.64M.
  • IBEX Wealth Advisors first reported a position in Virtu Financial in Q2 2020 and held it in 9 quarters.
  • IBEX Wealth Advisors's Virtu Financial position peaked at $8.67M in Q2 2025.
  • 428 funds tracked by Wall St. Rank held Virtu Financial as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.