PCA
VRTS icon

Pallas Capital Advisors’s Virtus Investment Partners VRTS Stock Holding History

Pallas Capital Advisors’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 		– Sell
-1,574
Closed -$257K – 977
2025
Q4 		$257K Buy
+1,574
New +$266K 0.01% 736

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

Pallas Capital Advisors's VRTS Position: Q1 2026 in Review

Pallas Capital Advisors sold out of Virtus Investment Partners (VRTS) in Q1 2026, closing a stake of 1,574 shares — an estimated $257K sold.

Pallas Capital Advisors first reported a position in VRTS in Q4 2025 and held it in 1 quarter. The position peaked at $257K in Q4 2025. 237 funds tracked by Wall St. Rank hold VRTS as of Q1 2026.

  • Pallas Capital Advisors reported no remaining Virtus Investment Partners position as of Q1 2026 after selling out during the quarter.
  • Pallas Capital Advisors sold 1,574 Virtus Investment Partners shares in Q1 2026, an estimated $257K.
  • Pallas Capital Advisors first reported a position in Virtus Investment Partners in Q4 2025 and held it in 1 quarter.
  • Pallas Capital Advisors's Virtus Investment Partners position peaked at $257K in Q4 2025.
  • 237 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2026.

Based on Pallas Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.