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Concord Wealth Partners’s Victory Capital Holdings VCTR Stock Holding History

Concord Wealth Partners’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
Q1 		– Sell
-25
Closed -$1.64K – 975
2024
Q4 		$1.64K Hold
25
– – ﹤0.01% 731
2024
Q3 		$1.39K Buy
+25
New +$1.29K ﹤0.01% 792

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Capital World Investors
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BG
Bahl & Gaynor Cincinnati, Ohio $19.8B AUM 19.53% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Concord Wealth Partners's VCTR Position: Q1 2025 in Review

Concord Wealth Partners sold out of Victory Capital Holdings (VCTR) in Q1 2025, closing a stake of 25 shares — an estimated $1.64K sold.

Concord Wealth Partners first reported a position in VCTR in Q3 2024 and held it in 2 quarters. The position peaked at $1.64K in Q4 2024. 285 funds tracked by Wall St. Rank hold VCTR as of Q1 2025.

  • Concord Wealth Partners reported no remaining Victory Capital Holdings position as of Q1 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 25 Victory Capital Holdings shares in Q1 2025, an estimated $1.64K.
  • Concord Wealth Partners first reported a position in Victory Capital Holdings in Q3 2024 and held it in 2 quarters.
  • Concord Wealth Partners's Victory Capital Holdings position peaked at $1.64K in Q4 2024.
  • 285 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.