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Stonebridge Financial Group (Pennsylvania)’s Virtus Investment Partners VRTS Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
Q2 		– Sell
-23
Closed -$3.96K – 923
2025
Q1 		$3.96K Buy
23
+7
+44% +$1.34K ﹤0.01% 731
2024
Q4 		$3.53K Buy
+16
New +$3.64K ﹤0.01% 720

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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s VRTS Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Virtus Investment Partners (VRTS) in Q2 2025, closing a stake of 23 shares — an estimated $3.96K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in VRTS in Q4 2024 and held it in 2 quarters. The position peaked at $3.96K in Q1 2025. 243 funds tracked by Wall St. Rank hold VRTS as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Virtus Investment Partners position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 23 Virtus Investment Partners shares in Q2 2025, an estimated $3.96K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Virtus Investment Partners in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Virtus Investment Partners position peaked at $3.96K in Q1 2025.
  • 243 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.