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SBI Securities’s Virtus Investment Partners VRTS Stock Holding History

SBI Securities’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 		$4.3K Buy
30
+8
+36% +$1.13K ﹤0.01% 2240
2026
Q1 		$2.96K Buy
22
+15
+214% +$2.21K ﹤0.01% 2272
2025
Q4 		$1.14K Sell
7
-3
-30% -$507 ﹤0.01% 2596
2025
Q3 		$1.9K Buy
10
+3
+43% +$590 ﹤0.01% 2441
2025
Q2 		$1.27K Buy
7
+1
+17% +$166 ﹤0.01% 2573
2025
Q1 		$1.03K Buy
6
+1
+20% +$191 ﹤0.01% 2570
2024
Q4 		$1.1K Buy
+5
New +$1.14K ﹤0.01% 2560

Other funds holding VRTS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SBI Securities's VRTS Position: Q2 2026 in Review

SBI Securities increased its Virtus Investment Partners (VRTS) stake by 36% in Q2 2026, buying an estimated $1.13K and bringing the position to 30 shares worth $4.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2240.

SBI Securities first reported a position in VRTS in Q4 2024 and has held it in 7 quarters since. 234 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

  • SBI Securities held 30 shares of Virtus Investment Partners worth $4.3K as of Q2 2026.
  • SBI Securities bought 8 Virtus Investment Partners shares in Q2 2026, an estimated $1.13K.
  • Virtus Investment Partners made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #2240 holding.
  • SBI Securities first reported a position in Virtus Investment Partners in Q4 2024 and has held it in 7 quarters since.
  • 234 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.