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 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

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

HCM

Hahn Capital Management Walnut Creek, California $165M AUM 15.46% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

OAM

OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return

1IA

1834 Investment Advisors Milwaukee, Wisconsin $883M AUM 23.82% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

Root Financial Partners's VIRT Position: Q2 2026 in Review

Root Financial Partners sold out of Virtu Financial (VIRT) in Q2 2026, closing a stake of 430 shares — an estimated $18.9K sold.

Root Financial Partners first reported a position in VIRT in Q3 2025 and held it in 3 quarters. The position peaked at $18.9K in Q1 2026. 121 funds tracked by Wall St. Rank hold VIRT as of Q2 2026.

Root Financial Partners reported no remaining Virtu Financial position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 430 Virtu Financial shares in Q2 2026, an estimated $18.9K.
Root Financial Partners first reported a position in Virtu Financial in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Virtu Financial position peaked at $18.9K in Q1 2026.
121 funds tracked by Wall St. Rank held Virtu Financial as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.