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Equibles

Global Retirement Partners, LLC

Pension

Position in NCV — Virtus Convertible & Income Fund

CIK 1749744 San Rafael, CA
Back to NCV Full portfolio

Position in NCV

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$149,778
+$22,458 QoQ
Shares Held
8,515
+1.3% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#38
of 58 holders
Holding Since
Mar 2023
12 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in NCV Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Global Retirement Partners, LLC holds $52,209,770 across 225 Asset Management names. NCV ranks #71 (0.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BX
Blackstone Inc.
 44,901 $5,283,500
2 BLK
BlackRock, Inc.
 5,488 $5,277,041
3 BXSL
Blackstone Secured Lending Fund
 103,935 $2,464,298
4 CII
BlackRock Enhanced Large Cap Core Fund, Inc.
 64,990 $1,699,488
5 STT
State Street Corp
 9,882 $1,675,987
6 APO
Apollo Global Management, Inc.
 12,053 $1,425,990
7 ARCC
Ares Capital Corp
 75,075 $1,391,139
8 OTF
Blue Owl Technology Finance Corp.
 121,264 $1,255,082

All Filings in NCV

Export CSV
12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $149,778 8,515
2025-12-31 $127,320 8,404
2025-09-30 $26,670 1,778
2025-06-30 $25,247 1,778
2024-12-31 $4,181 1,205
2024-09-30 $4,217 1,205
2024-06-30 $3,940 1,205
2024-03-31 $4,024 1,205
2023-12-31 $4,060 1,205
2023-09-30 $3,747 1,205
2023-06-30 $4,193 1,205
2023-03-31 $4,048 1,205