Raymond James Financial
VRTS icon

Raymond James Financial’s Virtus Investment Partners VRTS Stock Holding History

Raymond James Financial’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
Q3 		– Sell
-809
Closed -$147K – 6750
2025
Q2 		$147K Buy
+809
New +$135K ﹤0.01% 4668

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State Street
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Charles Schwab
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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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Raymond James Financial's VRTS Position: Q3 2025 in Review

Raymond James Financial sold out of Virtus Investment Partners (VRTS) in Q3 2025, closing a stake of 809 shares — an estimated $147K sold.

Raymond James Financial first reported a position in VRTS in Q2 2025 and held it in 1 quarter. The position peaked at $147K in Q2 2025. 229 funds tracked by Wall St. Rank hold VRTS as of Q3 2025.

  • Raymond James Financial reported no remaining Virtus Investment Partners position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 809 Virtus Investment Partners shares in Q3 2025, an estimated $147K.
  • Raymond James Financial first reported a position in Virtus Investment Partners in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Virtus Investment Partners position peaked at $147K in Q2 2025.
  • 229 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.