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Concourse Financial Group Securities’s Victory Capital Holdings VCTR Stock Holding History

Concourse Financial Group Securities’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
-392
Closed -$26.6K – 1978
2024
Q4 		$26.6K Buy
392
+284
+263% +$18K ﹤0.01% 1457
2024
Q3 		$5.98K Buy
108
+84
+350% +$4.34K ﹤0.01% 1820
2024
Q2 		$1.15K Hold
24
– – ﹤0.01% 2105
2024
Q1 		$1.02K Hold
24
– – ﹤0.01% 2137
2023
Q4 		$826 Hold
24
– – ﹤0.01% 2136
2023
Q3 		$800 Buy
+24
New +$802 ﹤0.01% 2126

Other funds holding VCTR

CPI
Crestview Partners II New York $341M AUM 17.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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

Concourse Financial Group Securities's VCTR Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Victory Capital Holdings (VCTR) in Q1 2025, closing a stake of 392 shares — an estimated $26.6K sold.

Concourse Financial Group Securities first reported a position in VCTR in Q3 2023 and held it in 6 quarters. The position peaked at $26.6K in Q4 2024. 285 funds tracked by Wall St. Rank hold VCTR as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Victory Capital Holdings position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 392 Victory Capital Holdings shares in Q1 2025, an estimated $26.6K.
  • Concourse Financial Group Securities first reported a position in Victory Capital Holdings in Q3 2023 and held it in 6 quarters.
  • Concourse Financial Group Securities's Victory Capital Holdings position peaked at $26.6K in Q4 2024.
  • 285 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.