P
ACV

&Partners’s Virtus Diversified Income & Convertible Fund ACV Stock Holding History

&Partners’s Portfolio ACV Stock Details ACV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$234K Buy
9,624
+1,424
+17% +$38.1K ﹤0.01% 2152
2025
Q4 		$216K Buy
+8,200
New +$209K ﹤0.01% 2104

Other funds holding ACV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EWL
Emissary Wealth LLC Hackensack, New Jersey $107M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

&Partners's ACV Position: Q1 2026 in Review

&Partners increased its Virtus Diversified Income & Convertible Fund (ACV) stake by 17% in Q1 2026, buying an estimated $38.1K and bringing the position to 9,624 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #2152.

&Partners first reported a position in ACV in Q4 2025 and has held it in 2 quarters since. 37 funds tracked by Wall St. Rank hold ACV as of Q1 2026.

  • &Partners held 9,624 shares of Virtus Diversified Income & Convertible Fund worth $234K as of Q1 2026.
  • &Partners bought 1,424 Virtus Diversified Income & Convertible Fund shares in Q1 2026, an estimated $38.1K.
  • Virtus Diversified Income & Convertible Fund made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #2152 holding.
  • &Partners first reported a position in Virtus Diversified Income & Convertible Fund in Q4 2025 and has held it in 2 quarters since.
  • 37 funds tracked by Wall St. Rank held Virtus Diversified Income & Convertible Fund as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.