Mackenzie Financial
VRTS icon

Mackenzie Financial’s Virtus Investment Partners VRTS Stock Holding History

Mackenzie 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
2025
Q3 		– Sell
-2,901
Closed -$526K – 1855
2025
Q2 		$526K Sell
2,901
-1,340
-32% -$223K ﹤0.01% 1216
2025
Q1 		$731K Buy
4,241
+730
+21% +$139K ﹤0.01% 1070
2024
Q4 		$774K Buy
3,511
+2,233
+175% +$508K ﹤0.01% 1011
2024
Q3 		$268K Hold
1,278
– – ﹤0.01% 1240
2024
Q2 		$289K Buy
+1,278
New +$291K ﹤0.01% 1178
2023
Q2 		– Sell
-1,093
Closed -$208K – 1646
2023
Q1 		$208K Sell
1,093
-348
-24% -$70.4K ﹤0.01% 1333
2022
Q4 		$276K Buy
+1,441
New +$258K ﹤0.01% 1119

Other funds holding VRTS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Mackenzie Financial's VRTS Position: Q3 2025 in Review

Mackenzie Financial sold out of Virtus Investment Partners (VRTS) in Q3 2025, closing a stake of 2,901 shares — an estimated $526K sold.

Mackenzie Financial first reported a position in VRTS in Q4 2022 and held it in 7 quarters. The position peaked at $774K in Q4 2024. 229 funds tracked by Wall St. Rank hold VRTS as of Q3 2025.

  • Mackenzie Financial reported no remaining Virtus Investment Partners position as of Q3 2025 after selling out during the quarter.
  • Mackenzie Financial sold 2,901 Virtus Investment Partners shares in Q3 2025, an estimated $526K.
  • Mackenzie Financial first reported a position in Virtus Investment Partners in Q4 2022 and held it in 7 quarters.
  • Mackenzie Financial's Virtus Investment Partners position peaked at $774K in Q4 2024.
  • 229 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q3 2025.

Based on Mackenzie Financial's 13F filing for Q3 2025, filed 13 Nov 2025.