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

Yousif 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	$239K	Sell	1,665 -21	-1%	-$2.96K	﹤0.01%	1570
2026 Q1	$227K	Sell	1,686 -34	-2%	-$5.02K	﹤0.01%	1723
2025 Q4	$281K	Sell	1,720 -246	-13%	-$41.6K	﹤0.01%	1661
2025 Q3	$374K	Sell	1,966 -470	-19%	-$92.5K	﹤0.01%	1549
2025 Q2	$442K	Hold	2,436	–	–	﹤0.01%	1513
2025 Q1	$420K	Sell	2,436 -67	-3%	-$12.8K	﹤0.01%	1516
2024 Q4	$552K	Sell	2,503 -89	-3%	-$20.3K	0.01%	1438
2024 Q3	$543K	Sell	2,592 -98	-4%	-$21K	0.01%	1458
2024 Q2	$608K	Sell	2,690 -341	-11%	-$77.6K	0.01%	1378
2024 Q1	$752K	Sell	3,031 -330	-10%	-$78.2K	0.01%	1333
2023 Q4	$813K	Sell	3,361 -5	-0.1%	-$998	0.01%	1316
2023 Q3	$680K	Sell	3,366 -270	-7%	-$54.9K	0.01%	1328
2023 Q2	$718K	Sell	3,636 -205	-5%	-$38.7K	0.01%	1321
2023 Q1	$731K	Sell	3,841 -490	-11%	-$99.1K	0.01%	1309
2022 Q4	$829K	Sell	4,331 -1,567	-27%	-$280K	0.01%	1266
2022 Q3	$941K	Sell	5,898 -274	-4%	-$52.6K	0.01%	1222
2022 Q2	$1.06M	Sell	6,172 -745	-11%	-$141K	0.01%	1211
2022 Q1	$1.66M	Sell	6,917 -31	-0.4%	-$7.83K	0.02%	1073
2021 Q4	$2.06M	Buy	+6,948	New	+$2.16M	0.02%	950

Other funds holding VRTS

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Yousif Capital Management reduced its Virtus Investment Partners (VRTS) stake by 1.2% in Q2 2026, selling an estimated $2.96K and leaving 1,665 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #1570.

Yousif Capital Management first reported a position in VRTS in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.06M in Q4 2021. 29 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

Yousif Capital Management held 1,665 shares of Virtus Investment Partners worth $239K as of Q2 2026.
Yousif Capital Management sold 21 Virtus Investment Partners shares in Q2 2026, an estimated $2.96K.
Virtus Investment Partners made up ﹤0.01% of Yousif Capital Management's portfolio in Q2 2026, its #1570 holding.
Yousif Capital Management first reported a position in Virtus Investment Partners in Q4 2021 and has held it in 19 quarters since.
Yousif Capital Management's Virtus Investment Partners position peaked at $2.06M in Q4 2021.
29 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.