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VRTS icon

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
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
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

NBT Bank's VRTS Position: Q1 2026 in Review

NBT Bank reduced its Virtus Investment Partners (VRTS) stake by 93% in Q1 2026, selling an estimated $22.3K and leaving 12 shares worth $1.61K. The position accounts for ﹤0.01% of the portfolio, ranked #842.

NBT Bank first reported a position in VRTS in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.98K in Q1 2024. 237 funds tracked by Wall St. Rank hold VRTS as of Q1 2026.

  • NBT Bank held 12 shares of Virtus Investment Partners worth $1.61K as of Q1 2026.
  • NBT Bank sold 151 Virtus Investment Partners shares in Q1 2026, an estimated $22.3K.
  • Virtus Investment Partners made up ﹤0.01% of NBT Bank's portfolio in Q1 2026, its #842 holding.
  • NBT Bank first reported a position in Virtus Investment Partners in Q4 2023 and has held it in 10 quarters since.
  • NBT Bank's Virtus Investment Partners position peaked at $2.98K in Q1 2024.
  • 237 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2026.

Based on NBT Bank's 13F filing for Q1 2026, filed 28 Apr 2026.