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Sunbelt Securities’s Virtus Investment Partners VRTS Stock Holding History

Sunbelt 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 		$134 Sell
1
-2
-67% -$295 ﹤0.01% 2587
2025
Q4 		$489 Sell
3
-2
-40% -$338 ﹤0.01% 2246
2025
Q3 		$950 Buy
+5
New +$984 ﹤0.01% 2070

Other funds holding VRTS

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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

Sunbelt Securities's VRTS Position: Q1 2026 in Review

Sunbelt Securities reduced its Virtus Investment Partners (VRTS) stake by 67% in Q1 2026, selling an estimated $295 and leaving 1 share worth $134. The position accounts for ﹤0.01% of the portfolio, ranked #2587.

Sunbelt Securities first reported a position in VRTS in Q3 2025 and has held it in 3 quarters since. The position peaked at $950 in Q3 2025. 237 funds tracked by Wall St. Rank hold VRTS as of Q1 2026.

  • Sunbelt Securities held 1 share of Virtus Investment Partners worth $134 as of Q1 2026.
  • Sunbelt Securities sold 2 Virtus Investment Partners shares in Q1 2026, an estimated $295.
  • Virtus Investment Partners made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2587 holding.
  • Sunbelt Securities first reported a position in Virtus Investment Partners in Q3 2025 and has held it in 3 quarters since.
  • Sunbelt Securities's Virtus Investment Partners position peaked at $950 in Q3 2025.
  • 237 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.