NBT Bank’s Virtus Investment Partners VRTS Stock Holding History

NBT Bank’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	$1.72K	Hold	12	–	–	﹤0.01%	892
2026 Q1	$1.61K	Sell	12 -151	-93%	-$22.3K	﹤0.01%	842
2025 Q4	$1.96K	Sell	163 -27	-14%	-$4.56K	﹤0.01%	757
2025 Q3	$2.28K	Buy	190 +178	+1,483%	+$35K	﹤0.01%	758
2025 Q2	$2.18K	Hold	12	–	–	﹤0.01%	735
2025 Q1	$2.07K	Hold	12	–	–	﹤0.01%	747
2024 Q4	$2.65K	Hold	12	–	–	﹤0.01%	729
2024 Q3	$2.51K	Hold	12	–	–	﹤0.01%	771
2024 Q2	$2.71K	Hold	12	–	–	﹤0.01%	529
2024 Q1	$2.98K	Hold	12	–	–	﹤0.01%	530
2023 Q4	$2.9K	Buy	+12	New	+$2.39K	﹤0.01%	525

Other funds holding VRTS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NBT Bank's VRTS Position: Q2 2026 in Review

NBT Bank held its Virtus Investment Partners (VRTS) position steady in Q2 2026 at 12 shares worth $1.72K. The position accounts for ﹤0.01% of the portfolio, ranked #892.

NBT Bank first reported a position in VRTS in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.98K in Q1 2024. 235 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

NBT Bank held 12 shares of Virtus Investment Partners worth $1.72K as of Q2 2026.
NBT Bank left its Virtus Investment Partners share count unchanged in Q2 2026.
Virtus Investment Partners made up ﹤0.01% of NBT Bank's portfolio in Q2 2026, its #892 holding.
NBT Bank first reported a position in Virtus Investment Partners in Q4 2023 and has held it in 11 quarters since.
NBT Bank's Virtus Investment Partners position peaked at $2.98K in Q1 2024.
235 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

Based on NBT Bank's 13F filing for Q2 2026, filed 29 Jul 2026.