RZH
ACV

Relyea Zuckerberg Hanson’s Virtus Diversified Income & Convertible Fund ACV Stock Holding History

Relyea Zuckerberg Hanson’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
Q2 		$206K Buy
+7,255
New +$195K 0.02% 295
2026
Q1 		– Sell
-10,051
Closed -$264K – 277
2025
Q4 		$264K Sell
10,051
-2,000
-17% -$50.9K 0.03% 222
2025
Q3 		$290K Buy
+12,051
New +$278K 0.03% 220

Other funds holding ACV

PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Relyea Zuckerberg Hanson's ACV Position: Q2 2026 in Review

Relyea Zuckerberg Hanson opened a new position in Virtus Diversified Income & Convertible Fund (ACV) in Q2 2026: 7,255 shares worth $206K. The stake represents 0.02% of the portfolio and ranks #295 among its holdings. This is a return to the name: Relyea Zuckerberg Hanson previously reported a position in ACV as recently as Q4 2025.

Relyea Zuckerberg Hanson first reported a position in ACV in Q3 2025 and has held it in 3 quarters since. The position peaked at $290K in Q3 2025. 7 funds tracked by Wall St. Rank hold ACV as of Q2 2026.

  • Relyea Zuckerberg Hanson held 7,255 shares of Virtus Diversified Income & Convertible Fund worth $206K as of Q2 2026.
  • Virtus Diversified Income & Convertible Fund was a new Relyea Zuckerberg Hanson position in Q2 2026.
  • Virtus Diversified Income & Convertible Fund made up 0.02% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #295 holding.
  • Relyea Zuckerberg Hanson first reported a position in Virtus Diversified Income & Convertible Fund in Q3 2025 and has held it in 3 quarters since.
  • Relyea Zuckerberg Hanson's Virtus Diversified Income & Convertible Fund position peaked at $290K in Q3 2025.
  • 7 funds tracked by Wall St. Rank held Virtus Diversified Income & Convertible Fund as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.