KFAS
VRTS icon

Keating Financial Advisory Services’s Virtus Investment Partners VRTS Stock Holding History

Keating Financial Advisory Services’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
Q2 		$861 Buy
+6
New +$847 ﹤0.01% 2214
2026
Q1 		– Sell
-1
Closed -$163 – 2673
2025
Q4 		$163 Buy
+1
New +$169 ﹤0.01% 2092

Other funds holding VRTS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Keating Financial Advisory Services's VRTS Position: Q2 2026 in Review

Keating Financial Advisory Services opened a new position in Virtus Investment Partners (VRTS) in Q2 2026: 6 shares worth $861. The stake represents ﹤0.01% of the portfolio and ranks #2214 among its holdings. This is a return to the name: Keating Financial Advisory Services previously reported a position in VRTS as recently as Q4 2025.

Keating Financial Advisory Services first reported a position in VRTS in Q4 2025 and has held it in 2 quarters since. 234 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

  • Keating Financial Advisory Services held 6 shares of Virtus Investment Partners worth $861 as of Q2 2026.
  • Virtus Investment Partners was a new Keating Financial Advisory Services position in Q2 2026.
  • Virtus Investment Partners made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #2214 holding.
  • Keating Financial Advisory Services first reported a position in Virtus Investment Partners in Q4 2025 and has held it in 2 quarters since.
  • 234 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.