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Independent Financial Group’s Virco VIRC Stock Holding History

Independent Financial Group’s Portfolio VIRC Stock Details VIRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-18,258
Closed -$252K – 1246
2024
Q3 		$252K Sell
18,258
-316
-2% -$4.82K 0.01% 943
2024
Q2 		$259K Buy
+18,574
New +$230K 0.01% 900
2024
Q1 		– Sell
-12,108
Closed -$146K – 1063
2023
Q4 		$146K Buy
+12,108
New +$92.9K 0.01% 910

Other funds holding VIRC

MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Independent Financial Group's VIRC Position: Q4 2024 in Review

Independent Financial Group sold out of Virco (VIRC) in Q4 2024, closing a stake of 18,258 shares — an estimated $252K sold.

Independent Financial Group first reported a position in VIRC in Q4 2023 and held it in 3 quarters. The position peaked at $259K in Q2 2024. 98 funds tracked by Wall St. Rank hold VIRC as of Q4 2024.

  • Independent Financial Group reported no remaining Virco position as of Q4 2024 after selling out during the quarter.
  • Independent Financial Group sold 18,258 Virco shares in Q4 2024, an estimated $252K.
  • Independent Financial Group first reported a position in Virco in Q4 2023 and held it in 3 quarters.
  • Independent Financial Group's Virco position peaked at $259K in Q2 2024.
  • 98 funds tracked by Wall St. Rank held Virco as of Q4 2024.

Based on Independent Financial Group's 13F filing for Q4 2024, filed 12 Jun 2026.