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Triumph Capital Management’s Virtus Investment Partners VRTS Stock Holding History

Triumph Capital Management’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
Q2 		$430 Hold
3
– – ﹤0.01% 1744
2026
Q1 		$403 Hold
3
– – ﹤0.01% 1716
2025
Q4 		$489 Buy
+3
New +$507 ﹤0.01% 1648

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Dimensional Fund Advisors
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AQR Capital Management
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Vanguard Capital Management
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Charles Schwab
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American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Triumph Capital Management's VRTS Position: Q2 2026 in Review

Triumph Capital Management held its Virtus Investment Partners (VRTS) position steady in Q2 2026 at 3 shares worth $430. The position accounts for ﹤0.01% of the portfolio, ranked #1744.

Triumph Capital Management first reported a position in VRTS in Q4 2025 and has held it in 3 quarters since. The position peaked at $489 in Q4 2025. 234 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

  • Triumph Capital Management held 3 shares of Virtus Investment Partners worth $430 as of Q2 2026.
  • Triumph Capital Management left its Virtus Investment Partners share count unchanged in Q2 2026.
  • Virtus Investment Partners made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #1744 holding.
  • Triumph Capital Management first reported a position in Virtus Investment Partners in Q4 2025 and has held it in 3 quarters since.
  • Triumph Capital Management's Virtus Investment Partners position peaked at $489 in Q4 2025.
  • 234 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.