Action Point Financial Planning’s Victory Capital Holdings VCTR Stock Holding History

Action Point Financial Planning’s Portfolio VCTR Stock Details VCTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.87K	Buy	+48	New	+$3.86K	﹤0.01%	1933

Other funds holding VCTR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $21.7B AUM 30.58% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

CPI

Crestview Partners II New York $235M AUM 38.67% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Action Point Financial Planning's VCTR Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Victory Capital Holdings (VCTR) in Q2 2026: 48 shares worth $3.87K. The stake represents ﹤0.01% of the portfolio and ranks #1933 among its holdings.

354 funds tracked by Wall St. Rank hold VCTR as of Q2 2026.

Action Point Financial Planning held 48 shares of Victory Capital Holdings worth $3.87K as of Q2 2026.
Victory Capital Holdings was a new Action Point Financial Planning position in Q2 2026.
Victory Capital Holdings made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1933 holding.
354 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.