Jones Financial Companies
VRTS icon

Jones Financial Companies’s Virtus Investment Partners VRTS Stock Holding History

Jones Financial Companies’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 		$16.3K Buy
126
+26
+26% +$3.84K ﹤0.01% 3376
2025
Q4 		$16.3K Buy
100
+43
+75% +$7.27K ﹤0.01% 3021
2025
Q3 		$11K Buy
57
+43
+307% +$8.46K ﹤0.01% 3044
2025
Q2 		$2.56K Sell
14
-5
-26% -$832 ﹤0.01% 3380
2025
Q1 		$3.29K Buy
19
+5
+36% +$955 ﹤0.01% 3106
2024
Q4 		$3.09K Buy
+14
New +$3.19K ﹤0.01% 2893

Other funds holding VRTS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Jones Financial Companies's VRTS Position: Q1 2026 in Review

Jones Financial Companies increased its Virtus Investment Partners (VRTS) stake by 26% in Q1 2026, buying an estimated $3.84K and bringing the position to 126 shares worth $16.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3376.

Jones Financial Companies first reported a position in VRTS in Q4 2024 and has held it in 6 quarters since. The position peaked at $16.3K in Q4 2025. 237 funds tracked by Wall St. Rank hold VRTS as of Q1 2026.

  • Jones Financial Companies held 126 shares of Virtus Investment Partners worth $16.3K as of Q1 2026.
  • Jones Financial Companies bought 26 Virtus Investment Partners shares in Q1 2026, an estimated $3.84K.
  • Virtus Investment Partners made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3376 holding.
  • Jones Financial Companies first reported a position in Virtus Investment Partners in Q4 2024 and has held it in 6 quarters since.
  • Jones Financial Companies's Virtus Investment Partners position peaked at $16.3K in Q4 2025.
  • 237 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.