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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pinnacle Wealth Planning Services's VRTS Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Virtus Investment Partners (VRTS) stake by 0.56% in Q2 2026, buying an estimated $282 and bringing the position to 358 shares worth $51.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1261.

Pinnacle Wealth Planning Services first reported a position in VRTS in Q4 2020 and has held it in 4 quarters since. The position peaked at $88.8K in Q4 2025. 235 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

  • Pinnacle Wealth Planning Services held 358 shares of Virtus Investment Partners worth $51.4K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 2 Virtus Investment Partners shares in Q2 2026, an estimated $282.
  • Virtus Investment Partners made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1261 holding.
  • Pinnacle Wealth Planning Services first reported a position in Virtus Investment Partners in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Virtus Investment Partners position peaked at $88.8K in Q4 2025.
  • 235 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.