JNBA Financial Advisors’s Virtus Investment Partners VRTS Stock Holding History

JNBA Financial Advisors’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 Q1	$672	Hold	5	–	–	﹤0.01%	795
2025 Q4	$816	Hold	5	–	–	﹤0.01%	755
2025 Q3	$951	Hold	5	–	–	﹤0.01%	623
2025 Q2	$907	Hold	5	–	–	﹤0.01%	625
2025 Q1	$862	Hold	5	–	–	﹤0.01%	621
2024 Q4	$1.1K	Hold	5	–	–	﹤0.01%	615
2024 Q3	$1.05K	Hold	5	–	–	﹤0.01%	627
2024 Q2	$1.13K	Hold	5	–	–	﹤0.01%	603
2024 Q1	$1.24K	Hold	5	–	–	﹤0.01%	624
2023 Q4	$1.21K	Hold	5	–	–	﹤0.01%	637
2023 Q3	$1.01K	Hold	5	–	–	﹤0.01%	668
2023 Q2	$988	Hold	5	–	–	﹤0.01%	657
2023 Q1	$952	Hold	5	–	–	﹤0.01%	668
2022 Q4	$957	Hold	5	–	–	﹤0.01%	614
2022 Q3	$1K	Hold	5	–	–	﹤0.01%	667
2022 Q2	$1K	Hold	5	–	–	﹤0.01%	701
2022 Q1	$1K	Hold	5	–	–	﹤0.01%	695
2021 Q4	$1K	Hold	5	–	–	﹤0.01%	810
2021 Q3	$2K	Hold	5	–	–	﹤0.01%	687
2021 Q2	$1K	Hold	5	–	–	﹤0.01%	672
2021 Q1	$1K	Hold	5	–	–	﹤0.01%	639
2020 Q4	$1K	Hold	5	–	–	﹤0.01%	598
2020 Q3	$1K	Hold	5	–	–	﹤0.01%	566
2020 Q2	$1K	Hold	5	–	–	﹤0.01%	554
2020 Q1	$0	Hold	5	–	–	﹤0.01%	611
2019 Q4	$1K	Hold	5	–	–	﹤0.01%	591
2019 Q3	$1K	Hold	5	–	–	﹤0.01%	574
2019 Q2	$1K	Buy	+5	New	+$558	﹤0.01%	655

Other funds holding VRTS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

JNBA Financial Advisors's VRTS Position: Q1 2026 in Review

JNBA Financial Advisors held its Virtus Investment Partners (VRTS) position steady in Q1 2026 at 5 shares worth $672. The position accounts for ﹤0.01% of the portfolio, ranked #795.

JNBA Financial Advisors first reported a position in VRTS in Q2 2019 and has held it in 28 quarters since. The position peaked at $2K in Q3 2021. 237 funds tracked by Wall St. Rank hold VRTS as of Q1 2026.

JNBA Financial Advisors held 5 shares of Virtus Investment Partners worth $672 as of Q1 2026.
JNBA Financial Advisors left its Virtus Investment Partners share count unchanged in Q1 2026.
Virtus Investment Partners made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q1 2026, its #795 holding.
JNBA Financial Advisors first reported a position in Virtus Investment Partners in Q2 2019 and has held it in 28 quarters since.
JNBA Financial Advisors's Virtus Investment Partners position peaked at $2K in Q3 2021.
237 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2026.

Based on JNBA Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.