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SVB Wealth’s Virtus Investment Partners VRTS Stock Holding History

SVB Wealth’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
-25
Closed -$4.31K – 1607
2025
Q1 		$4.31K Buy
+25
New +$4.77K ﹤0.01% 1063

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State Street
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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
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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

SVB Wealth's VRTS Position: Q2 2025 in Review

SVB Wealth sold out of Virtus Investment Partners (VRTS) in Q2 2025, closing a stake of 25 shares — an estimated $4.31K sold.

SVB Wealth first reported a position in VRTS in Q1 2025 and held it in 1 quarter. The position peaked at $4.31K in Q1 2025. 243 funds tracked by Wall St. Rank hold VRTS as of Q2 2025.

  • SVB Wealth reported no remaining Virtus Investment Partners position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 25 Virtus Investment Partners shares in Q2 2025, an estimated $4.31K.
  • SVB Wealth first reported a position in Virtus Investment Partners in Q1 2025 and held it in 1 quarter.
  • SVB Wealth's Virtus Investment Partners position peaked at $4.31K in Q1 2025.
  • 243 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.