Comprehensive Financial Management’s Victory Capital Holdings VCTR Stock Holding History

Comprehensive Financial Management’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	$262K	Buy	+3,120	New	+$251K	0.01%	35
2025 Q4	–	Sell	-12,119	Closed	-$785K	–	41
2025 Q3	$785K	Buy	+12,119	New	+$832K	0.02%	31

Other funds holding VCTR

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

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

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

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 Malvern, Pennsylvania $2.22T AUM

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Comprehensive Financial Management's VCTR Position: Q2 2026 in Review

Comprehensive Financial Management opened a new position in Victory Capital Holdings (VCTR) in Q2 2026: 3,120 shares worth $262K. The stake represents 0.01% of the portfolio and ranks #35 among its holdings. This is a return to the name: Comprehensive Financial Management previously reported a position in VCTR as recently as Q3 2025.

Comprehensive Financial Management first reported a position in VCTR in Q3 2025 and has held it in 2 quarters since. The position peaked at $785K in Q3 2025. 357 funds tracked by Wall St. Rank hold VCTR as of Q2 2026.

Comprehensive Financial Management held 3,120 shares of Victory Capital Holdings worth $262K as of Q2 2026.
Victory Capital Holdings was a new Comprehensive Financial Management position in Q2 2026.
Victory Capital Holdings made up 0.01% of Comprehensive Financial Management's portfolio in Q2 2026, its #35 holding.
Comprehensive Financial Management first reported a position in Victory Capital Holdings in Q3 2025 and has held it in 2 quarters since.
Comprehensive Financial Management's Victory Capital Holdings position peaked at $785K in Q3 2025.
357 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q2 2026.

Based on Comprehensive Financial Management's 13F filing for Q2 2026, filed 14 Aug 2026.