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Convergence Investment Partners’s Victory Capital Holdings VCTR Stock Holding History

Convergence Investment 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
-2,954
Closed -$193K – 308
2024
Q4 		$193K Buy
+2,954
New +$187K 0.04% 246
2024
Q3 		– Sell
-6,467
Closed -$309K – 291
2024
Q2 		$309K Sell
6,467
-7,222
-53% -$354K 0.09% 206
2024
Q1 		$581K Buy
+13,689
New +$505K 0.22% 120

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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

Convergence Investment Partners's VCTR Position: Q1 2025 in Review

Convergence Investment Partners sold out of Victory Capital Holdings (VCTR) in Q1 2025, closing a stake of 2,954 shares — an estimated $193K sold.

Convergence Investment Partners first reported a position in VCTR in Q1 2024 and held it in 3 quarters. The position peaked at $581K in Q1 2024. 285 funds tracked by Wall St. Rank hold VCTR as of Q1 2025.

  • Convergence Investment Partners reported no remaining Victory Capital Holdings position as of Q1 2025 after selling out during the quarter.
  • Convergence Investment Partners sold 2,954 Victory Capital Holdings shares in Q1 2025, an estimated $193K.
  • Convergence Investment Partners first reported a position in Victory Capital Holdings in Q1 2024 and held it in 3 quarters.
  • Convergence Investment Partners's Victory Capital Holdings position peaked at $581K in Q1 2024.
  • 285 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q1 2025.

Based on Convergence Investment Partners's 13F filing for Q1 2025, filed 6 May 2025.