Y-Intercept (HK)’s Virtus Investment Partners VRTS Stock Holding History

Y-Intercept (HK)’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 Q3	–	Sell	-5,531	Closed	-$794K	–	2133
2026 Q2	$794K	Sell	5,531 -2,530	-31%	-$357K	0.02%	1134
2026 Q1	$1.08M	Sell	8,061 -6,666	-45%	-$983K	0.02%	996
2025 Q4	$2.4M	Buy	14,727 +10,057	+215%	+$1.7M	0.05%	536
2025 Q3	$887K	Buy	4,670 +67	+1%	+$13.2K	0.02%	1031
2025 Q2	$835K	Buy	+4,603	New	+$766K	0.02%	1017
2025 Q1	–	Sell	-3,261	Closed	-$719K	–	1642
2024 Q4	$719K	Buy	3,261 +1,038	+47%	+$236K	0.05%	566
2024 Q3	$466K	Buy	2,223 +828	+59%	+$177K	0.03%	806
2024 Q2	$315K	Buy	+1,395	New	+$317K	0.02%	1021
2023 Q3	–	Sell	-1,977	Closed	-$390K	–	1655
2023 Q2	$390K	Buy	+1,977	New	+$374K	0.04%	670
2023 Q1	–	Sell	-1,695	Closed	-$324K	–	1571
2022 Q4	$324K	Buy	+1,695	New	+$303K	0.05%	623

Other funds holding VRTS

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.68B AUM 22.33% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Y-Intercept (HK)'s VRTS Position: Q3 2026 in Review

Y-Intercept (HK) sold out of Virtus Investment Partners (VRTS) in Q3 2026, closing a stake of 5,531 shares — an estimated $794K sold.

Y-Intercept (HK) first reported a position in VRTS in Q4 2022 and held it in 10 quarters. The position peaked at $2.4M in Q4 2025. 52 funds tracked by Wall St. Rank hold VRTS as of Q3 2026.

Y-Intercept (HK) reported no remaining Virtus Investment Partners position as of Q3 2026 after selling out during the quarter.
Y-Intercept (HK) sold 5,531 Virtus Investment Partners shares in Q3 2026, an estimated $794K.
Y-Intercept (HK) first reported a position in Virtus Investment Partners in Q4 2022 and held it in 10 quarters.
Y-Intercept (HK)'s Virtus Investment Partners position peaked at $2.4M in Q4 2025.
52 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.