Hilltop National Bank VRTS Virtus Investment Partners Inc

Ownership history in Hilltop National Bank  ·  8 quarters on record

AI Ownership Summary

Hilltop National Bank reported Virtus Investment Partners Inc (VRTS) in 8 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.01% in 2024 Q1. The latest visible filing shows VRTS at 0.00% 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 VRTS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hilltop National Bank's position in Virtus Investment Partners 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 Q1

VRTS was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q1

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

Time in book
Holding Window
2024 Q1 to 2026 Q1

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.

How Hilltop National Bank held VRTS — position size vs. price
% of Fund (quarterly)    VRTS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 141 0% 0.00% $19K 2026-05-15 (Est.) $138.02
2025 Q4 UNCHANGED 141 0% 0.01% $23K 2026-01-07 $161.26
2025 Q3 UNCHANGED 141 0% 0.01% $27K 2025-10-08 $183.98
2025 Q2 UNCHANGED 141 0% 0.01% $26K 2025-07-21 $195.75
2024 Q4 UNCHANGED 141 0% 0.01% $31K 2025-01-10 $188.12
2024 Q3 UNCHANGED 141 0% 0.01% $30K 2024-10-15 $198.26
2024 Q2 UNCHANGED 141 0% 0.01% $32K 2024-07-10 $205.27
2024 Q1 INITIATED 141 0.01% $35K 2024-05-06 $205.63

FAQ About Hilltop National Bank and VRTS

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

How long has Hilltop National Bank reported owning VRTS?

Hilltop National Bank reported VRTS across 8 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported VRTS position in Hilltop National Bank's portfolio?

The largest reported portfolio weight for VRTS was 0.01% in 2024 Q1.

What is the latest reported VRTS position on this page?

The most recent filing on this page is 2026 Q1, when Hilltop National Bank reported 141 shares, equal to 0.00% of portfolio, with an estimated market value of $19K.

What does the chart on this VRTS ownership page compare?

The chart compares Hilltop National Bank's quarterly VRTS 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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