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Sequent Planning’s Virco VIRC Stock Holding History

Sequent Planning’s Portfolio VIRC Stock Details VIRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-29,632
Closed -$230K – 236
2025
Q3 		$230K Sell
29,632
-605
-2% -$4.93K 0.07% 185
2025
Q2 		$241K Sell
30,237
-114
-0.4% -$1K 0.08% 142
2025
Q1 		$287K Buy
30,351
+92
+0.3% +$958 0.1% 117
2024
Q4 		$310K Sell
30,259
-508
-2% -$7.12K 0.11% 112
2024
Q3 		$425K Buy
30,767
+2,437
+9% +$37.2K 0.15% 95
2024
Q2 		$378K Buy
28,330
+1,114
+4% +$13.8K 0.13% 98
2024
Q1 		$297K Buy
+27,216
New +$295K 0.11% 115

Other funds holding VIRC

MA
Minerva Advisors Bala Cynwyd, Pennsylvania $158M AUM 42.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Sequent Planning's VIRC Position: Q4 2025 in Review

Sequent Planning sold out of Virco (VIRC) in Q4 2025, closing a stake of 29,632 shares — an estimated $230K sold.

Sequent Planning first reported a position in VIRC in Q1 2024 and held it in 7 quarters. The position peaked at $425K in Q3 2024. 76 funds tracked by Wall St. Rank hold VIRC as of Q4 2025.

  • Sequent Planning reported no remaining Virco position as of Q4 2025 after selling out during the quarter.
  • Sequent Planning sold 29,632 Virco shares in Q4 2025, an estimated $230K.
  • Sequent Planning first reported a position in Virco in Q1 2024 and held it in 7 quarters.
  • Sequent Planning's Virco position peaked at $425K in Q3 2024.
  • 76 funds tracked by Wall St. Rank held Virco as of Q4 2025.

Based on Sequent Planning's 13F filing for Q4 2025, filed 5 Feb 2026.