Virtus Kar SM Cap Grwth-IPXSGX
13F holders, Q2 2024 (June 30)2holders +1
1new positions
0sold out
$32.03avg. 13F price*
At the end of Q2 2024, 2 institutions reported holding Virtus Kar SM Cap Grwth-I (PXSGX) in their 13F filings, up 1 from Q1 2024. 1 opened new positions and 0 sold out. The largest holders were Fulton Bank, N.A. ($2.2M) and ORG Partners LLC ($11K).
- Company
- Virtus Kar SM Cap Grwth-I
- CUSIP
- 92828N593
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $11K |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 2,164 shares bought, net +2,164 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Fulton Bank, N.A. | 0.09% | Add +2.7% | 68,634 | $2.2M |
| ORG Partners LLC | 0.00% | New | 341 | $11K |
"% of holder's portfolio" is PXSGX's weight in each manager's 13F, not the share of Virtus Kar SM Cap Grwth-I the manager owns.