Annex Advisory Services’s Victory Capital Holdings VCTR Stock Holding History

Annex Advisory Services’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	$48.9M	Sell	581,984 -9,858	-2%	-$793K	0.84%	34
2026 Q1	$38.8M	Buy	591,842 +17,143	+3%	+$1.19M	0.73%	39
2025 Q4	$36.3M	Buy	574,699 +30,621	+6%	+$1.95M	0.69%	46
2025 Q3	$35.2M	Buy	544,078 +24,050	+5%	+$1.65M	0.75%	43
2025 Q2	$33.1M	Buy	520,028 +124,776	+32%	+$7.51M	0.8%	37
2025 Q1	$22.9M	Buy	395,252 +221,690	+128%	+$14M	0.65%	46
2024 Q4	$11.4M	Buy	173,562 +148,756	+600%	+$9.42M	0.34%	59
2024 Q3	$1.37M	Buy	24,806 +6,139	+33%	+$317K	0.04%	125
2024 Q2	$891K	Buy	18,667 +5,575	+43%	+$273K	0.03%	139
2024 Q1	$555K	Buy	+13,092	New	+$483K	0.02%	169

Other funds holding VCTR

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Annex Advisory Services's VCTR Position: Q2 2026 in Review

Annex Advisory Services reduced its Victory Capital Holdings (VCTR) stake by 1.7% in Q2 2026, selling an estimated $793K and leaving 581,984 shares worth $48.9M. The position accounts for 0.84% of the portfolio, ranked #34.

Annex Advisory Services first reported a position in VCTR in Q1 2024 and has held it in 10 quarters since. 33 funds tracked by Wall St. Rank hold VCTR as of Q2 2026.

Annex Advisory Services held 581,984 shares of Victory Capital Holdings worth $48.9M as of Q2 2026.
Annex Advisory Services sold 9,858 Victory Capital Holdings shares in Q2 2026, an estimated $793K.
Victory Capital Holdings made up 0.84% of Annex Advisory Services's portfolio in Q2 2026, its #34 holding.
Annex Advisory Services first reported a position in Victory Capital Holdings in Q1 2024 and has held it in 10 quarters since.
33 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.