Virtus Kar SM Cap Grwth-IPXSGX
13F holders, Q2 2025 (June 30)2holders −2
0new positions
2sold out
$30.65avg. 13F price*
At the end of Q2 2025, 2 institutions reported holding Virtus Kar SM Cap Grwth-I (PXSGX) in their 13F filings, down 2 from Q1 2025. 0 opened new positions and 2 sold out. The largest holders were Fulton Bank, N.A. ($2.2M) and Redwood Wealth Management Group, LLC ($586K).
- Company
- Virtus Kar SM Cap Grwth-I
- Filed as
- T. Rowe Price Spectrum Growth Fund (Q2 2025)
- CUSIP
- 92828N593
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 2 | $15K |
All 13F filers, Q1 2025 → Q2 2025: 3,911 shares sold, net −3,911 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Fulton Bank, N.A. | 0.08% | Reduce -2.8% | 70,948 | $2.2M |
| Redwood Wealth Management Group, LLC | 0.26% | Reduce -6.6% | 19,116 | $586K |
"% 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.