JF
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Jump Financial’s Virtus Investment Partners VRTS Stock Holding History

Jump Financial’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 		$813K Buy
6,050
+4,456
+280% +$657K 0.01% 1014
2025
Q4 		$260K Sell
1,594
-14,568
-90% -$2.46M ﹤0.01% 1621
2025
Q3 		$3.07M Sell
16,162
-14,160
-47% -$2.79M 0.04% 560
2025
Q2 		$5.5M Buy
30,322
+25,642
+548% +$4.27M 0.06% 385
2025
Q1 		$807K Buy
4,680
+1,068
+30% +$204K 0.01% 902
2024
Q4 		$797K Sell
3,612
-405
-10% -$92.2K 0.02% 854
2024
Q3 		$841K Buy
4,017
+2,217
+123% +$475K 0.02% 864
2024
Q2 		$407K Buy
+1,800
New +$410K 0.01% 1218
2023
Q3 		– Sell
-1,403
Closed -$277K – 2286
2023
Q2 		$277K Buy
+1,403
New +$265K 0.01% 1346
2022
Q3 		– Sell
-5,853
Closed -$1M – 2010
2022
Q2 		$1M Buy
5,853
+329
+6% +$62.1K 0.04% 575
2022
Q1 		$1.33M Buy
5,524
+4,824
+689% +$1.22M 0.06% 417
2021
Q4 		$208K Sell
700
-744
-52% -$231K 0.01% 1097
2021
Q3 		$448K Buy
+1,444
New +$429K 0.03% 514

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

Jump Financial's VRTS Position: Q1 2026 in Review

Jump Financial increased its Virtus Investment Partners (VRTS) stake by 280% in Q1 2026, buying an estimated $657K and bringing the position to 6,050 shares worth $813K. The position accounts for 0.01% of the portfolio, ranked #1014.

Jump Financial first reported a position in VRTS in Q3 2021 and has held it in 13 quarters since. The position peaked at $5.5M in Q2 2025. 237 funds tracked by Wall St. Rank hold VRTS as of Q1 2026.

  • Jump Financial held 6,050 shares of Virtus Investment Partners worth $813K as of Q1 2026.
  • Jump Financial bought 4,456 Virtus Investment Partners shares in Q1 2026, an estimated $657K.
  • Virtus Investment Partners made up 0.01% of Jump Financial's portfolio in Q1 2026, its #1014 holding.
  • Jump Financial first reported a position in Virtus Investment Partners in Q3 2021 and has held it in 13 quarters since.
  • Jump Financial's Virtus Investment Partners position peaked at $5.5M in Q2 2025.
  • 237 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2026.

Based on Jump Financial's 13F filing for Q1 2026, filed 14 May 2026.