Annex Advisory Services
VCTR icon

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
Q3 		$51.6M Sell
466,622
-115,362
-20% -$12.2M 0.85% 37
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
SWL
STACKSTONE WEALTH, LLC Dubuque, Iowa $1.01B AUM
Redhawk Wealth Advisors
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
Novem Group
Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Annex Advisory Services's VCTR Position: Q3 2026 in Review

Annex Advisory Services reduced its Victory Capital Holdings (VCTR) stake by 20% in Q3 2026, selling an estimated $12.2M and leaving 466,622 shares worth $51.6M. The position accounts for 0.85% of the portfolio, ranked #37.

Annex Advisory Services first reported a position in VCTR in Q1 2024 and has held it in 11 quarters since. 48 funds tracked by Wall St. Rank hold VCTR as of Q3 2026.

  • Annex Advisory Services held 466,622 shares of Victory Capital Holdings worth $51.6M as of Q3 2026.
  • Annex Advisory Services sold 115,362 Victory Capital Holdings shares in Q3 2026, an estimated $12.2M.
  • Victory Capital Holdings made up 0.85% of Annex Advisory Services's portfolio in Q3 2026, its #37 holding.
  • Annex Advisory Services first reported a position in Victory Capital Holdings in Q1 2024 and has held it in 11 quarters since.
  • 48 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.