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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

SBI Securities's VRTS Position: Q1 2026 in Review

SBI Securities increased its Virtus Investment Partners (VRTS) stake by 214% in Q1 2026, buying an estimated $2.21K and bringing the position to 22 shares worth $2.96K. The position accounts for ﹤0.01% of the portfolio, ranked #2272.

SBI Securities first reported a position in VRTS in Q4 2024 and has held it in 6 quarters since. 237 funds tracked by Wall St. Rank hold VRTS as of Q1 2026.

  • SBI Securities held 22 shares of Virtus Investment Partners worth $2.96K as of Q1 2026.
  • SBI Securities bought 15 Virtus Investment Partners shares in Q1 2026, an estimated $2.21K.
  • Virtus Investment Partners made up ﹤0.01% of SBI Securities's portfolio in Q1 2026, its #2272 holding.
  • SBI Securities first reported a position in Virtus Investment Partners in Q4 2024 and has held it in 6 quarters since.
  • 237 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2026.

Based on SBI Securities's 13F filing for Q1 2026, filed 28 Apr 2026.