UB
VRTS icon

UMB Bank’s Virtus Investment Partners VRTS Stock Holding History

UMB Bank’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 		$12.3K Buy
86
+1
+1% +$141 ﹤0.01% 1869
2026
Q1 		$11.4K Buy
85
+3
+4% +$443 ﹤0.01% 1812
2025
Q4 		$13.4K Buy
82
+11
+15% +$1.86K ﹤0.01% 1706
2025
Q3 		$13.5K Buy
71
+5
+8% +$984 ﹤0.01% 1564
2025
Q2 		$12K Buy
66
+31
+89% +$5.16K ﹤0.01% 1543
2025
Q1 		$6.03K Sell
35
-7
-17% -$1.34K ﹤0.01% 1705
2024
Q4 		$9.27K Buy
42
+10
+31% +$2.28K ﹤0.01% 1495
2024
Q3 		$6.7K Buy
32
+18
+129% +$3.85K ﹤0.01% 1631
2024
Q2 		$3.16K Sell
14
-4
-22% -$910 ﹤0.01% 1605
2024
Q1 		$4.46K Buy
+18
New +$4.26K ﹤0.01% 1395

Other funds holding VRTS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
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

UMB Bank's VRTS Position: Q2 2026 in Review

UMB Bank increased its Virtus Investment Partners (VRTS) stake by 1.2% in Q2 2026, buying an estimated $141 and bringing the position to 86 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1869.

UMB Bank first reported a position in VRTS in Q1 2024 and has held it in 10 quarters since. The position peaked at $13.5K in Q3 2025. 235 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

  • UMB Bank held 86 shares of Virtus Investment Partners worth $12.3K as of Q2 2026.
  • UMB Bank bought 1 Virtus Investment Partners share in Q2 2026, an estimated $141.
  • Virtus Investment Partners made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1869 holding.
  • UMB Bank first reported a position in Virtus Investment Partners in Q1 2024 and has held it in 10 quarters since.
  • UMB Bank's Virtus Investment Partners position peaked at $13.5K in Q3 2025.
  • 235 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.