WA
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Waverly Advisors’s Virtu Financial VIRT Stock Holding History

Waverly Advisors’s Portfolio VIRT Stock Details VIRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$279K Buy
+4,679
New +$246K ﹤0.01% 1452

Other funds holding VIRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Waverly Advisors's VIRT Position: Q2 2026 in Review

Waverly Advisors opened a new position in Virtu Financial (VIRT) in Q2 2026: 4,679 shares worth $279K. The stake represents ﹤0.01% of the portfolio and ranks #1452 among its holdings.

472 funds tracked by Wall St. Rank hold VIRT as of Q2 2026.

  • Waverly Advisors held 4,679 shares of Virtu Financial worth $279K as of Q2 2026.
  • Virtu Financial was a new Waverly Advisors position in Q2 2026.
  • Virtu Financial made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1452 holding.
  • 472 funds tracked by Wall St. Rank held Virtu Financial as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.