Susquehanna Fundamental Investments’s Virtus Investment Partners VRTS Stock Holding History

Susquehanna Fundamental Investments’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	$530K	Hold	3,948	–	–	0.02%	361
2025 Q4	$644K	Buy	+3,948	New	+$667K	0.02%	400
2021 Q4	–	Sell	-1,969	Closed	-$611K	–	1779
2021 Q3	$611K	Sell	1,969 -5,034	-72%	-$1.49M	0.01%	1105
2021 Q2	$1.95M	Hold	7,003	–	–	0.04%	604
2021 Q1	$1.65M	Hold	7,003	–	–	0.03%	713
2020 Q4	$1.52M	Buy	7,003 +1,969	+39%	+$358K	0.03%	713
2020 Q3	$698K	Buy	+5,034	New	+$681K	0.02%	761

Other funds holding VRTS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Susquehanna Fundamental Investments's VRTS Position: Q1 2026 in Review

Susquehanna Fundamental Investments held its Virtus Investment Partners (VRTS) position steady in Q1 2026 at 3,948 shares worth $530K. The position accounts for 0.02% of the portfolio, ranked #361.

Susquehanna Fundamental Investments first reported a position in VRTS in Q3 2020 and has held it in 7 quarters since. The position peaked at $1.95M in Q2 2021. 237 funds tracked by Wall St. Rank hold VRTS as of Q1 2026.

Susquehanna Fundamental Investments held 3,948 shares of Virtus Investment Partners worth $530K as of Q1 2026.
Susquehanna Fundamental Investments left its Virtus Investment Partners share count unchanged in Q1 2026.
Virtus Investment Partners made up 0.02% of Susquehanna Fundamental Investments's portfolio in Q1 2026, its #361 holding.
Susquehanna Fundamental Investments first reported a position in Virtus Investment Partners in Q3 2020 and has held it in 7 quarters since.
Susquehanna Fundamental Investments's Virtus Investment Partners position peaked at $1.95M in Q2 2021.
237 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2026.

Based on Susquehanna Fundamental Investments's 13F filing for Q1 2026, filed 15 May 2026.