Congress Holdings

Most held

VKSIX

Virtus KAR Small-Mid Cap Core Fund Class I

Listed by 1 member on their latest annual reports (2 rows: one member can hold it in several accounts or through a spouse).

Each row is as of the date its report was filed, not live, and links to the page of the filing it came from.

Sorted by the lower bound of the disclosed value band, largest band first, then by member.

MemberOwnerAs printed on the filingValue bandAs of
Pete Sessions TX-17 Spouse IRA Two ⇒ Virtus KAR Small-Mid Cap Core Fund Class I (VKSIX) MF $100,001 - $250,000 April 28, 2026
filing 10075867, p. 9
Pete Sessions TX-17 Spouse Trust One ⇒ Virtus KAR Small-Mid Cap Core Fund Class I (VKSIX) MF $100,001 - $250,000 April 28, 2026
filing 10075867, p. 13

How the count is made: see Most held.