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Root Financial Partners’s Virtus Investment Partners VRTS Stock Holding History

Root Financial Partners’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
2026
Q2 		– Sell
-27
Closed -$3.63K – 3121
2026
Q1 		$3.63K Buy
+27
New +$3.98K ﹤0.01% 2072

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

Root Financial Partners sold out of Virtus Investment Partners (VRTS) in Q2 2026, closing a stake of 27 shares — an estimated $3.63K sold.

Root Financial Partners first reported a position in VRTS in Q1 2026 and held it in 1 quarter. The position peaked at $3.63K in Q1 2026. 234 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

  • Root Financial Partners reported no remaining Virtus Investment Partners position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 27 Virtus Investment Partners shares in Q2 2026, an estimated $3.63K.
  • Root Financial Partners first reported a position in Virtus Investment Partners in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Virtus Investment Partners position peaked at $3.63K in Q1 2026.
  • 234 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

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