Truist Financial
VRTS icon

Truist Financial’s Virtus Investment Partners VRTS Stock Holding History

Truist Financial’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
-1,215
Closed -$209K – 2694
2025
Q1 		$209K Sell
1,215
-2
-0.2% -$382 ﹤0.01% 2341
2024
Q4 		$269K Buy
1,217
+13
+1% +$2.96K ﹤0.01% 2211
2024
Q3 		$252K Buy
1,204
+13
+1% +$2.78K ﹤0.01% 2238
2024
Q2 		$269K Buy
1,191
+38
+3% +$8.65K ﹤0.01% 2343
2024
Q1 		$286K Buy
1,153
+1
+0.1% +$237 ﹤0.01% 2305
2023
Q4 		$279K Buy
1,152
+18
+2% +$3.59K ﹤0.01% 2349
2023
Q3 		$229K Buy
1,134
+9
+0.8% +$1.83K ﹤0.01% 2389
2023
Q2 		$222K Buy
1,125
+28
+3% +$5.29K ﹤0.01% 2401
2023
Q1 		$209K Sell
1,097
-14,540
-93% -$2.94M ﹤0.01% 2406
2022
Q4 		$2.99M Sell
15,637
-357
-2% -$63.8K 0.01% 1025
2022
Q3 		$2.55M Buy
15,994
+2,728
+21% +$523K ﹤0.01% 1057
2022
Q2 		$2.27M Sell
13,266
-2,995
-18% -$565K ﹤0.01% 1152
2022
Q1 		$3.9M Buy
16,261
+14,662
+917% +$3.7M 0.01% 979
2021
Q4 		$475K Buy
+1,599
New +$497K ﹤0.01% 2045

Other funds holding VRTS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
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

Truist Financial's VRTS Position: Q2 2025 in Review

Truist Financial sold out of Virtus Investment Partners (VRTS) in Q2 2025, closing a stake of 1,215 shares — an estimated $209K sold.

Truist Financial first reported a position in VRTS in Q4 2021 and held it in 14 quarters. The position peaked at $3.9M in Q1 2022. 243 funds tracked by Wall St. Rank hold VRTS as of Q2 2025.

  • Truist Financial reported no remaining Virtus Investment Partners position as of Q2 2025 after selling out during the quarter.
  • Truist Financial sold 1,215 Virtus Investment Partners shares in Q2 2025, an estimated $209K.
  • Truist Financial first reported a position in Virtus Investment Partners in Q4 2021 and held it in 14 quarters.
  • Truist Financial's Virtus Investment Partners position peaked at $3.9M in Q1 2022.
  • 243 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2025.

Based on Truist Financial's 13F filing for Q2 2025, filed 18 Jul 2025.