BFP
VIK icon

Briaud Financial Planning’s Viking Holdings VIK Stock Holding History

Briaud Financial Planning’s Portfolio VIK Stock Details VIK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-300
Closed -$15K – 363
2025
Q2 		$15K Buy
+300
New +$13.2K 0.01% 209

Other funds holding VIK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Briaud Financial Planning's VIK Position: Q3 2025 in Review

Briaud Financial Planning sold out of Viking Holdings (VIK) in Q3 2025, closing a stake of 300 shares — an estimated $15K sold.

Briaud Financial Planning first reported a position in VIK in Q2 2025 and held it in 1 quarter. The position peaked at $15K in Q2 2025. 372 funds tracked by Wall St. Rank hold VIK as of Q3 2025.

  • Briaud Financial Planning reported no remaining Viking Holdings position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 300 Viking Holdings shares in Q3 2025, an estimated $15K.
  • Briaud Financial Planning first reported a position in Viking Holdings in Q2 2025 and held it in 1 quarter.
  • Briaud Financial Planning's Viking Holdings position peaked at $15K in Q2 2025.
  • 372 funds tracked by Wall St. Rank held Viking Holdings as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.