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SouthState Corp’s Virtus Investment Partners VRTS Stock Holding History

SouthState Corp’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
2025
Q3 		– Sell
-12
Closed -$2.18K – 1623
2025
Q2 		$2.18K Sell
12
-2
-14% -$333 ﹤0.01% 1073
2025
Q1 		$2.41K Buy
+14
New +$2.67K ﹤0.01% 1147

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State Street
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

SouthState Corp's VRTS Position: Q3 2025 in Review

SouthState Corp sold out of Virtus Investment Partners (VRTS) in Q3 2025, closing a stake of 12 shares — an estimated $2.18K sold.

SouthState Corp first reported a position in VRTS in Q1 2025 and held it in 2 quarters. The position peaked at $2.41K in Q1 2025. 229 funds tracked by Wall St. Rank hold VRTS as of Q3 2025.

  • SouthState Corp reported no remaining Virtus Investment Partners position as of Q3 2025 after selling out during the quarter.
  • SouthState Corp sold 12 Virtus Investment Partners shares in Q3 2025, an estimated $2.18K.
  • SouthState Corp first reported a position in Virtus Investment Partners in Q1 2025 and held it in 2 quarters.
  • SouthState Corp's Virtus Investment Partners position peaked at $2.41K in Q1 2025.
  • 229 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q3 2025.

Based on SouthState Corp's 13F filing for Q3 2025, filed 5 Nov 2025.