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 Q3	$1.59K	Hold	12	–	–	﹤0.01%	535
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

NBT Bank's VRTS Position: Q3 2026 in Review

NBT Bank held its Virtus Investment Partners (VRTS) position steady in Q3 2026 at 12 shares worth $1.59K. The position accounts for ﹤0.01% of the portfolio, ranked #535.

NBT Bank first reported a position in VRTS in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.98K in Q1 2024. 35 funds tracked by Wall St. Rank hold VRTS as of Q3 2026.

NBT Bank held 12 shares of Virtus Investment Partners worth $1.59K as of Q3 2026.
NBT Bank left its Virtus Investment Partners share count unchanged in Q3 2026.
Virtus Investment Partners made up ﹤0.01% of NBT Bank's portfolio in Q3 2026, its #535 holding.
NBT Bank first reported a position in Virtus Investment Partners in Q4 2023 and has held it in 12 quarters since.
NBT Bank's Virtus Investment Partners position peaked at $2.98K in Q1 2024.
35 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q3 2026.

Based on NBT Bank's 13F filing for Q3 2026, filed 21 Oct 2026.