Carson Wealth (CWM LLC)
VCTR icon

Carson Wealth (CWM LLC)’s Victory Capital Holdings VCTR Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$64.9K Buy
991
+148
+18% +$10.3K ﹤0.01% 3619
2025
Q4 		$53K Sell
843
-130
-13% -$8.28K ﹤0.01% 3566
2025
Q3 		$63K Buy
973
+219
+29% +$15K ﹤0.01% 3340
2025
Q2 		$48K Sell
754
-237
-24% -$14.3K ﹤0.01% 3322
2025
Q1 		$57K Buy
991
+138
+16% +$8.74K ﹤0.01% 2878
2024
Q4 		$56K Buy
853
+81
+10% +$5.13K ﹤0.01% 2720
2024
Q3 		$43K Buy
772
+92
+14% +$4.75K ﹤0.01% 2810
2024
Q2 		$32K Buy
680
+564
+486% +$27.6K ﹤0.01% 2795
2024
Q1 		$5K Sell
116
-11
-9% -$406 ﹤0.01% 3707
2023
Q4 		$4K Buy
127
+26
+26% +$832 ﹤0.01% 3643
2023
Q3 		$3K Hold
101
– – ﹤0.01% 3715
2023
Q2 		$3K Hold
101
– – ﹤0.01% 3712
2023
Q1 		$3K Hold
101
– – ﹤0.01% 3576
2022
Q4 		$3K Hold
101
– – ﹤0.01% 3464
2022
Q3 		$2K Hold
101
– – ﹤0.01% 3553
2022
Q2 		$2K Hold
101
– – ﹤0.01% 3428
2022
Q1 		$3K Hold
101
– – ﹤0.01% 3092
2021
Q4 		$4K Buy
+101
New +$3.67K ﹤0.01% 2895
2021
Q2 		$3K Hold
101
– – ﹤0.01% 2572
2021
Q1 		$3K Hold
101
– – ﹤0.01% 2570
2020
Q4 		$3K Hold
101
– – ﹤0.01% 2570
2020
Q3 		$3K Hold
101
– – ﹤0.01% 2569
2020
Q2 		$3K Hold
101
– – ﹤0.01% 2568
2020
Q1 		$3K Hold
101
– – ﹤0.01% 2566
2019
Q4 		$3K Hold
101
– – ﹤0.01% 2565
2019
Q3 		$3K Hold
101
– – ﹤0.01% 2565
2019
Q2 		$3K Hold
101
– – ﹤0.01% 2565
2019
Q1 		$3K Buy
+101
New +$1.23K ﹤0.01% 2564

Other funds holding VCTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CPI
Crestview Partners II New York $235M AUM 38.67% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
BG
Bahl & Gaynor Cincinnati, Ohio $21.7B AUM 30.58% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Carson Wealth (CWM LLC)'s VCTR Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Victory Capital Holdings (VCTR) stake by 18% in Q1 2026, buying an estimated $10.3K and bringing the position to 991 shares worth $64.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3619.

Carson Wealth (CWM LLC) first reported a position in VCTR in Q1 2019 and has held it in 28 quarters since. 326 funds tracked by Wall St. Rank hold VCTR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 991 shares of Victory Capital Holdings worth $64.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 148 Victory Capital Holdings shares in Q1 2026, an estimated $10.3K.
  • Victory Capital Holdings made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3619 holding.
  • Carson Wealth (CWM LLC) first reported a position in Victory Capital Holdings in Q1 2019 and has held it in 28 quarters since.
  • 326 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.