Charles Schwab
VCTR icon

Charles Schwab’s Victory Capital Holdings VCTR Stock Holding History

Charles Schwab’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
Q2 		$49M Sell
583,036
-5,415
-0.9% -$436K 0.01% 1257
2026
Q1 		$38.5M Buy
588,451
+38,263
+7% +$2.67M 0.01% 1328
2025
Q4 		$34.7M Buy
550,188
+16,390
+3% +$1.04M 0.01% 1396
2025
Q3 		$34.6M Buy
533,798
+698
+0.1% +$47.9K 0.01% 1387
2025
Q2 		$33.9M Buy
533,100
+21,547
+4% +$1.3M 0.01% 1344
2025
Q1 		$29.6M Buy
511,553
+19,508
+4% +$1.24M 0.01% 1408
2024
Q4 		$32.2M Buy
492,045
+37,715
+8% +$2.39M 0.01% 1416
2024
Q3 		$25.2M Buy
454,330
+100,614
+28% +$5.19M ﹤0.01% 1567
2024
Q2 		$16.9M Buy
353,716
+51,854
+17% +$2.54M ﹤0.01% 1781
2024
Q1 		$12.8M Buy
301,862
+37,403
+14% +$1.38M ﹤0.01% 1857
2023
Q4 		$9.11M Sell
264,459
-8,889
-3% -$284K ﹤0.01% 2032
2023
Q3 		$9.11M Buy
273,348
+59,503
+28% +$1.99M ﹤0.01% 1962
2023
Q2 		$6.74M Buy
213,845
+39,317
+23% +$1.21M ﹤0.01% 2094
2023
Q1 		$5.11M Sell
174,528
-3,924
-2% -$119K ﹤0.01% 2194
2022
Q4 		$4.79M Buy
178,452
+3,846
+2% +$108K ﹤0.01% 2234
2022
Q3 		$4.07M Buy
174,606
+128,775
+281% +$3.42M ﹤0.01% 2322
2022
Q2 		$1.1M Buy
45,831
+36,246
+378% +$975K ﹤0.01% 2752
2022
Q1 		$277K Buy
9,585
+2,728
+40% +$89.1K ﹤0.01% 3234
2021
Q4 		$251K Hold
6,857
– – ﹤0.01% 3321
2021
Q3 		$241K Hold
6,857
– – ﹤0.01% 3300
2021
Q2 		$222K Buy
+6,857
New +$200K ﹤0.01% 3266

Other funds holding VCTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BG
Bahl & Gaynor Cincinnati, Ohio $21.7B AUM 30.58% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CPI
Crestview Partners II New York $235M AUM 38.67% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
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

Charles Schwab's VCTR Position: Q2 2026 in Review

Charles Schwab reduced its Victory Capital Holdings (VCTR) stake by 0.92% in Q2 2026, selling an estimated $436K and leaving 583,036 shares worth $49M. The position accounts for 0.01% of the portfolio, ranked #1257.

Charles Schwab first reported a position in VCTR in Q2 2021 and has held it in 21 quarters since. 356 funds tracked by Wall St. Rank hold VCTR as of Q2 2026.

  • Charles Schwab held 583,036 shares of Victory Capital Holdings worth $49M as of Q2 2026.
  • Charles Schwab sold 5,415 Victory Capital Holdings shares in Q2 2026, an estimated $436K.
  • Victory Capital Holdings made up 0.01% of Charles Schwab's portfolio in Q2 2026, its #1257 holding.
  • Charles Schwab first reported a position in Victory Capital Holdings in Q2 2021 and has held it in 21 quarters since.
  • 356 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.