Corient Private Wealth’s Victory Capital Holdings VCTR Stock Holding History

Corient Private Wealth’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	$322K	Buy	+3,836	New	+$309K	﹤0.01%	2516
2025 Q3	–	Sell	-3,694	Closed	-$235K	–	2687
2025 Q2	$235K	Buy	+3,694	New	+$222K	﹤0.01%	2136
2025 Q1	–	Sell	-137,310	Closed	-$8.99M	–	2452
2024 Q4	$8.99M	Sell	137,310 -28,131	-17%	-$1.78M	0.01%	538
2024 Q3	$9.17M	Buy	+165,441	New	+$8.54M	0.01%	586
2024 Q1	–	Sell	-383,741	Closed	-$13.2M	–	2372
2023 Q4	$13.2M	Sell	383,741 -662,943	-63%	-$21.2M	0.02%	466
2023 Q3	$34.9M	Buy	1,046,684 +585,225	+127%	+$19.5M	0.08%	255
2023 Q2	$14.6M	Buy	461,459 +584	+0.1%	+$18K	0.03%	406
2023 Q1	$13.5M	Buy	+460,875	New	+$14M	0.04%	383

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

Corient Private Wealth's VCTR Position: Q2 2026 in Review

Corient Private Wealth opened a new position in Victory Capital Holdings (VCTR) in Q2 2026: 3,836 shares worth $322K. The stake represents ﹤0.01% of the portfolio and ranks #2516 among its holdings. This is a return to the name: Corient Private Wealth previously reported a position in VCTR as recently as Q2 2025.

Corient Private Wealth first reported a position in VCTR in Q1 2023 and has held it in 8 quarters since. The position peaked at $34.9M in Q3 2023. 356 funds tracked by Wall St. Rank hold VCTR as of Q2 2026.

Corient Private Wealth held 3,836 shares of Victory Capital Holdings worth $322K as of Q2 2026.
Victory Capital Holdings was a new Corient Private Wealth position in Q2 2026.
Victory Capital Holdings made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2516 holding.
Corient Private Wealth first reported a position in Victory Capital Holdings in Q1 2023 and has held it in 8 quarters since.
Corient Private Wealth's Victory Capital Holdings position peaked at $34.9M in Q3 2023.
356 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.