SPIA
VGI

Steward Partners Investment Advisory’s Virtus Global Multi-Sector Income Fund VGI Stock Holding History

Steward Partners Investment Advisory’s Portfolio VGI Stock Details VGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.2K Buy
+1,896
New +$14.2K ﹤0.01% 3555

Other funds holding VGI

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Steward Partners Investment Advisory's VGI Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in Virtus Global Multi-Sector Income Fund (VGI) in Q2 2026: 1,896 shares worth $14.2K. The stake represents ﹤0.01% of the portfolio and ranks #3555 among its holdings.

29 funds tracked by Wall St. Rank hold VGI as of Q2 2026.

  • Steward Partners Investment Advisory held 1,896 shares of Virtus Global Multi-Sector Income Fund worth $14.2K as of Q2 2026.
  • Virtus Global Multi-Sector Income Fund was a new Steward Partners Investment Advisory position in Q2 2026.
  • Virtus Global Multi-Sector Income Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3555 holding.
  • 29 funds tracked by Wall St. Rank held Virtus Global Multi-Sector Income Fund as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.