BFS
VCTR icon

Bard Financial Services’s Victory Capital Holdings VCTR Stock Holding History

Bard Financial 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
2025
Q3 		$2.33M Hold
35,960
– – 0.26% 83
2025
Q2 		$2.29M Hold
35,960
– – 0.27% 81
2025
Q1 		$2.08M Hold
35,960
– – 0.25% 84
2024
Q4 		$2.35M Hold
35,960
– – 0.28% 76
2024
Q3 		$1.99M Sell
35,960
-4,925
-12% -$254K 0.24% 86
2024
Q2 		$1.95M Hold
40,885
– – 0.2% 86
2024
Q1 		$1.73M Hold
40,885
– – 0.18% 98
2023
Q4 		$1.41M Buy
40,885
+18,525
+83% +$593K 0.16% 101
2023
Q3 		$745K Hold
22,360
– – 0.09% 125
2023
Q2 		$705K Buy
22,360
+10,215
+84% +$315K 0.05% 190
2023
Q1 		$355K Buy
+12,145
New +$370K 0.03% 241

Other funds holding VCTR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CPI
Crestview Partners II New York $341M AUM 17.29% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BG
Bahl & Gaynor Cincinnati, Ohio $19.8B AUM 19.53% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return