Pinnacle Wealth Planning Services’s Virtus Investment Partners VRTS Stock Holding History

Pinnacle Wealth Planning Services’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	$50.7K	Buy	383 +25	+7%	+$3.91K	﹤0.01%	1259
2026 Q2	$51.4K	Buy	358 +2	+0.6%	+$282	﹤0.01%	1261
2026 Q1	$47.8K	Sell	356 -188	-35%	-$27.7K	﹤0.01%	1228
2025 Q4	$88.8K	Buy	+544	New	+$91.9K	0.01%	844
2021 Q1	–	Sell	-144	Closed	-$31K	–	1908
2020 Q4	$31K	Buy	+144	New	+$26.2K	0.01%	993

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

Pinnacle Wealth Planning Services's VRTS Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Virtus Investment Partners (VRTS) stake by 7% in Q3 2026, buying an estimated $3.91K and bringing the position to 383 shares worth $50.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1259.

Pinnacle Wealth Planning Services first reported a position in VRTS in Q4 2020 and has held it in 5 quarters since. The position peaked at $88.8K in Q4 2025. 40 funds tracked by Wall St. Rank hold VRTS as of Q3 2026.

Pinnacle Wealth Planning Services held 383 shares of Virtus Investment Partners worth $50.7K as of Q3 2026.
Pinnacle Wealth Planning Services bought 25 Virtus Investment Partners shares in Q3 2026, an estimated $3.91K.
Virtus Investment Partners made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1259 holding.
Pinnacle Wealth Planning Services first reported a position in Virtus Investment Partners in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's Virtus Investment Partners position peaked at $88.8K in Q4 2025.
40 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.