Root Financial Partners’s Virtu Financial VIRT Stock Holding History

Root Financial Partners’s Portfolio VIRT Stock Details VIRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$68.7K	Buy	+1,245	New	+$74.6K	﹤0.01%	921
2026 Q2	–	Sell	-430	Closed	-$18.9K	–	3094
2026 Q1	$18.9K	Buy	430 +112	+35%	+$4.36K	﹤0.01%	1349
2025 Q4	$10.6K	Buy	318 +10	+3%	+$342	﹤0.01%	1470
2025 Q3	$10.9K	Buy	+308	New	+$12.7K	﹤0.01%	1420

Other funds holding VIRT

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Convergence Investment Partners Palm Beach Gardens, Florida $1.35B AUM 71.9% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

1834 Investment Advisors Milwaukee, Wisconsin $886M AUM 18.48% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Root Financial Partners's VIRT Position: Q3 2026 in Review

Root Financial Partners opened a new position in Virtu Financial (VIRT) in Q3 2026: 1,245 shares worth $68.7K. The stake represents ﹤0.01% of the portfolio and ranks #921 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in VIRT as recently as Q1 2026.

Root Financial Partners first reported a position in VIRT in Q3 2025 and has held it in 4 quarters since. 125 funds tracked by Wall St. Rank hold VIRT as of Q3 2026.

Root Financial Partners held 1,245 shares of Virtu Financial worth $68.7K as of Q3 2026.
Virtu Financial was a new Root Financial Partners position in Q3 2026.
Virtu Financial made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #921 holding.
Root Financial Partners first reported a position in Virtu Financial in Q3 2025 and has held it in 4 quarters since.
125 funds tracked by Wall St. Rank held Virtu Financial as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.