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Virtus Investment Partners shares owned by Pinnacle Wealth Planning Services

Quarter-by-quarter ownership of Virtus Investment Partners (VRTS) shares owned by Pinnacle Wealth Planning Services from 13F filings

Historical chart of Pinnacle Wealth Planning Services investment in Virtus Investment Partners

Tip: Access up to 7 years of quarterly data

All positions including Virtus Investment Partners held by Pinnacle Wealth Planning Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Virtus Investment Partners by Pinnacle Wealth Planning Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $89k 544 163.15
2020-12-31 $31k 144 215.28

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View all positions for Pinnacle Wealth Planning Services

Top funds holding Virtus Investment Partners

BlackRock
Vanguard Group
State Street Corporation
Charles Schwab Investment Management
Dimensional Fund Advisors
Victory Capital Management
American Century Companies
Geode Capital Management
AQR Capital Management
Royal Bank of Canada
Jpmorgan Chase & Co
Northern Trust
Brown Advisory Holdings Incorporated
WCM Investment Management
Goldman Sachs Group

View all funds holding Virtus Investment Partners