Caprock Group’s Victory Capital Holdings VCTR Stock Holding History

Caprock Group’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 Q4	–	Sell	-3,544	Closed	-$253K	–	1298
2025 Q3	$253K	Buy	+3,544	New	+$243K	0.01%	1001
2022 Q3	–	Sell	-72,099	Closed	-$1.74M	–	606
2022 Q2	$1.74M	Sell	72,099 -5,000	-6%	-$135K	0.17%	91
2022 Q1	$2.23M	Buy	+77,099	New	+$2.52M	0.21%	77

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

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

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

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

VBA

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

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

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

Caprock Group's VCTR Position: Q4 2025 in Review

Caprock Group sold out of Victory Capital Holdings (VCTR) in Q4 2025, closing a stake of 3,544 shares — an estimated $253K sold.

Caprock Group first reported a position in VCTR in Q1 2022 and held it in 3 quarters. The position peaked at $2.23M in Q1 2022. 310 funds tracked by Wall St. Rank hold VCTR as of Q4 2025.

Caprock Group reported no remaining Victory Capital Holdings position as of Q4 2025 after selling out during the quarter.
Caprock Group sold 3,544 Victory Capital Holdings shares in Q4 2025, an estimated $253K.
Caprock Group first reported a position in Victory Capital Holdings in Q1 2022 and held it in 3 quarters.
Caprock Group's Victory Capital Holdings position peaked at $2.23M in Q1 2022.
310 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q4 2025.

Based on Caprock Group's 13F filing for Q4 2025, filed 28 Jan 2026.