BURNEY CO/ VIRT — VIRTU FINL INC

Ownership history in BURNEY CO/  ·  3 quarters on record

AI Ownership Summary

BURNEY CO/ reported VIRTU FINL INC (VIRT) in 3 quarterly 13F filings from 2026 Q1 through 2026 Q3. Peak portfolio weight reached 0.08% in 2026 Q3. The latest visible filing shows VIRT at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VIRT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BURNEY CO/'s position in VIRTU FINL INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

VIRT was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VIRT stock page BURNEY CO/ fund profile BURNEY CO/ full holdings
How BURNEY CO/ held VIRT — position size vs. price
% of Fund (quarterly)    VIRT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 51,184 +18,780 +58.0% 0.08% $2.8M 2026-10-15 $57.41
2026 Q2 ADDED — — — 32,404 +2,317 +7.7% 0.05% $1.9M 2026-07-15 $60.37
2026 Q1 INITIATED — — — 30,087 — — 0.04% $1.3M 2026-04-29 $50.39

🏢 Other funds also holding VIRT

As of 2026 Q3 — sorted by position size

CONGRESS ASSET MANAGEMENT CO 3Y 7Y 0.16% Park Capital Management, LLC / WI 0.13% Successful Portfolios LLC 3Y 7Y 0.11% Bangor Savings Bank 3Y 7Y 0.11% Y-Intercept (Hong Kong) Ltd 3Y 0.06% Capital Advisors Wealth Management, LLC 3Y 0.06% Essential Partners LLC 0.06% WEDGE CAPITAL MANAGEMENT L L P/NC 3Y 7Y 0.03% SANDERS MORRIS HARRIS LLC 3Y 7Y 0.03% Artemis Investment Management LLP 3Y 7Y 0.03%

FAQ About BURNEY CO/ and VIRT

These are the practical questions this page is built to answer before you even open the full history table.

How long has BURNEY CO/ reported owning VIRT?

BURNEY CO/ reported VIRT across 3 quarterly 13F filings, from 2026 Q1 through 2026 Q3.

What was the largest reported VIRT position in BURNEY CO/'s portfolio?

The largest reported portfolio weight for VIRT was 0.08% in 2026 Q3.

What is the latest reported VIRT position on this page?

The most recent filing on this page is 2026 Q3, when BURNEY CO/ reported 51,184 shares, equal to 0.08% of portfolio, with an estimated market value of $2.8M.

What does the chart on this VIRT ownership page compare?

The chart compares BURNEY CO/'s quarterly VIRT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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