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Susquehanna Portfolio Strategies’s Virtus Investment Partners VRTS Stock Holding History

Susquehanna Portfolio Strategies’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 		– Sell
-5,144
Closed -$839K – 1104
2025
Q4 		$839K Sell
5,144
-656
-11% -$111K 0.01% 682
2025
Q3 		$1.1M Hold
5,800
– – 0.02% 659
2025
Q2 		$1.05M Buy
+5,800
New +$965K 0.02% 497

Other funds holding VRTS

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

Susquehanna Portfolio Strategies's VRTS Position: Q1 2026 in Review

Susquehanna Portfolio Strategies sold out of Virtus Investment Partners (VRTS) in Q1 2026, closing a stake of 5,144 shares — an estimated $839K sold.

Susquehanna Portfolio Strategies first reported a position in VRTS in Q2 2025 and held it in 3 quarters. The position peaked at $1.1M in Q3 2025. 237 funds tracked by Wall St. Rank hold VRTS as of Q1 2026.

  • Susquehanna Portfolio Strategies reported no remaining Virtus Investment Partners position as of Q1 2026 after selling out during the quarter.
  • Susquehanna Portfolio Strategies sold 5,144 Virtus Investment Partners shares in Q1 2026, an estimated $839K.
  • Susquehanna Portfolio Strategies first reported a position in Virtus Investment Partners in Q2 2025 and held it in 3 quarters.
  • Susquehanna Portfolio Strategies's Virtus Investment Partners position peaked at $1.1M in Q3 2025.
  • 237 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2026.

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