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Principal Securities’s Virtus Investment Partners VRTS Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-12
Closed -$2.28K – 3457
2025
Q3 		$2.28K Hold
12
– – ﹤0.01% 3198
2025
Q2 		$2.18K Sell
12
-8
-40% -$1.33K ﹤0.01% 3117
2025
Q1 		$4.41K Hold
20
– – ﹤0.01% 2816
2024
Q4 		$4.41K Buy
20
+7
+54% +$1.59K ﹤0.01% 2813
2024
Q3 		$2.72K Hold
13
– – ﹤0.01% 2859
2024
Q2 		$2.94K Sell
13
-1
-7% -$228 ﹤0.01% 2802
2024
Q1 		$3.47K Buy
14
+6
+75% +$1.42K ﹤0.01% 2725
2023
Q4 		$1.93K Buy
+8
New +$1.6K ﹤0.01% 2821

Other funds holding VRTS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Principal Securities's VRTS Position: Q4 2025 in Review

Principal Securities sold out of Virtus Investment Partners (VRTS) in Q4 2025, closing a stake of 12 shares — an estimated $2.28K sold.

Principal Securities first reported a position in VRTS in Q4 2023 and held it in 8 quarters. The position peaked at $4.41K in Q1 2025. 235 funds tracked by Wall St. Rank hold VRTS as of Q4 2025.

  • Principal Securities reported no remaining Virtus Investment Partners position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 12 Virtus Investment Partners shares in Q4 2025, an estimated $2.28K.
  • Principal Securities first reported a position in Virtus Investment Partners in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Virtus Investment Partners position peaked at $4.41K in Q1 2025.
  • 235 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.