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Virtus Convertible & Income shares owned by Summit Financial

Quarter-by-quarter ownership of Virtus Convertible & Income (NCV) shares owned by Summit Financial from 13F filings

Historical chart of Summit Financial investment in Virtus Convertible & Income

Tip: Access up to 7 years of quarterly data

All positions including Virtus Convertible & Income held by Summit Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Virtus Convertible & Income by Summit Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.9M 125k 15.00
2025-06-30 $1.5M 105k 14.20

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View all positions for Summit Financial

Top funds holding Virtus Convertible & Income

Morgan Stanley
Advisors Asset Management
Congress Park Capital
Penserra Capital Management
LPL Financial
Ameriprise Financial
Guggenheim Capital, LLC Managers
Wolverine Asset Management
Summit Financial
Private Advisor
WNY Asset Management
Advisor Group Holdings
Envestnet Asset Management
Park Avenue Securities
Goss Wealth Management

View all funds holding Virtus Convertible & Income