KBC Group’s Virtus Investment Partners VRTS Stock Holding History

KBC Group’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	$32K	Hold	240	–	–	﹤0.01%	1782
2025 Q4	$39K	Hold	240	–	–	﹤0.01%	1694
2025 Q3	$46K	Hold	240	–	–	﹤0.01%	1671
2025 Q2	$44K	Sell	240 -155	-39%	-$25.8K	﹤0.01%	1652
2025 Q1	$68K	Hold	395	–	–	﹤0.01%	1695
2024 Q4	$87K	Buy	395 +150	+61%	+$34.1K	﹤0.01%	1640
2024 Q3	$51K	Hold	245	–	–	﹤0.01%	1702
2024 Q2	$55K	Hold	245	–	–	﹤0.01%	1565
2024 Q1	$61K	Hold	245	–	–	﹤0.01%	1434
2023 Q4	$59K	Hold	245	–	–	﹤0.01%	1404
2023 Q3	$49K	Sell	245 -266	-52%	-$54.1K	﹤0.01%	1469
2023 Q2	$101K	Hold	511	–	–	﹤0.01%	1180
2023 Q1	$97K	Sell	511 -85	-14%	-$17.2K	﹤0.01%	1210
2022 Q4	$114K	Hold	596	–	–	﹤0.01%	1158
2022 Q3	$95K	Hold	596	–	–	﹤0.01%	1213
2022 Q2	$102K	Buy	+596	New	+$113K	﹤0.01%	1215
2022 Q1	–	Sell	-630	Closed	-$187K	–	1313
2021 Q4	$187K	Hold	630	–	–	﹤0.01%	1082
2021 Q3	$196K	Sell	630 -630	-50%	-$187K	﹤0.01%	1078
2021 Q2	$350K	Buy	+1,260	New	+$341K	﹤0.01%	1107
2020 Q1	–	Sell	-2,677	Closed	-$326K	–	1453
2019 Q4	$326K	Hold	2,677	–	–	﹤0.01%	1211
2019 Q3	$296K	Buy	+2,677	New	+$288K	﹤0.01%	1199
2019 Q1	–	Sell	-7,498	Closed	-$596K	–	1440
2018 Q4	$596K	Buy	7,498 +102	+1%	+$9.9K	0.01%	892
2018 Q3	$841K	Buy	7,396 +4,046	+121%	+$514K	0.01%	969
2018 Q2	$429K	Sell	3,350 -2,787	-45%	-$345K	﹤0.01%	1021
2018 Q1	$760K	Sell	6,137 -164	-3%	-$20.8K	0.01%	862
2017 Q4	$725K	Sell	6,301 -3,230	-34%	-$380K	0.01%	891
2017 Q3	$1.11M	Buy	9,531 +7,814	+455%	+$873K	0.01%	782
2017 Q2	$191K	Sell	1,717 -7,228	-81%	-$766K	﹤0.01%	1118
2017 Q1	$947K	Buy	8,945 +7,127	+392%	+$797K	0.01%	883
2016 Q4	$215K	Hold	1,818	–	–	﹤0.01%	1181
2016 Q3	$178K	Buy	1,818 +1,173	+182%	+$103K	﹤0.01%	1159
2016 Q2	$46K	Buy	645 +93	+17%	+$7.05K	﹤0.01%	1227
2016 Q1	$43K	Buy	+552	New	+$49.6K	﹤0.01%	1201
2014 Q4	–	Sell	-2,912	Closed	-$506K	–	1477
2014 Q3	$506K	Buy	2,912 +2,902	+29,020%	+$590K	0.02%	749
2014 Q2	$2K	Hold	10	–	–	﹤0.01%	1330
2014 Q1	$2K	Sell	10 -212	-95%	-$39.1K	﹤0.01%	1285
2013 Q4	$44K	Sell	222 -255	-53%	-$49K	﹤0.01%	1237
2013 Q3	$77K	Buy	477 +255	+115%	+$46.1K	﹤0.01%	1113
2013 Q2	$39K	Buy	+222	New	+$46K	﹤0.01%	1187

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

KBC Group's VRTS Position: Q1 2026 in Review

KBC Group held its Virtus Investment Partners (VRTS) position steady in Q1 2026 at 240 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #1782.

KBC Group first reported a position in VRTS in Q2 2013 and has held it in 39 quarters since. The position peaked at $1.11M in Q3 2017. 237 funds tracked by Wall St. Rank hold VRTS as of Q1 2026.

KBC Group held 240 shares of Virtus Investment Partners worth $32K as of Q1 2026.
KBC Group left its Virtus Investment Partners share count unchanged in Q1 2026.
Virtus Investment Partners made up ﹤0.01% of KBC Group's portfolio in Q1 2026, its #1782 holding.
KBC Group first reported a position in Virtus Investment Partners in Q2 2013 and has held it in 39 quarters since.
KBC Group's Virtus Investment Partners position peaked at $1.11M in Q3 2017.
237 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2026.

Based on KBC Group's 13F filing for Q1 2026, filed 7 May 2026.