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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CPI

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

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

VBA

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Bard Financial Services's VCTR Position: Q3 2025 in Review

Bard Financial Services held its Victory Capital Holdings (VCTR) position steady in Q3 2025 at 35,960 shares worth $2.33M. The position accounts for 0.26% of the portfolio, ranked #83.

Bard Financial Services first reported a position in VCTR in Q1 2023 and has held it in 11 quarters since. The position peaked at $2.35M in Q4 2024. 324 funds tracked by Wall St. Rank hold VCTR as of Q3 2025.

Bard Financial Services held 35,960 shares of Victory Capital Holdings worth $2.33M as of Q3 2025.
Bard Financial Services left its Victory Capital Holdings share count unchanged in Q3 2025.
Victory Capital Holdings made up 0.26% of Bard Financial Services's portfolio in Q3 2025, its #83 holding.
Bard Financial Services first reported a position in Victory Capital Holdings in Q1 2023 and has held it in 11 quarters since.
Bard Financial Services's Victory Capital Holdings position peaked at $2.35M in Q4 2024.
324 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.