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
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 $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CPI

Crestview Partners II New York $341M AUM 17.29% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Corient Private Wealth's VCTR Position: Q3 2025 in Review

Corient Private Wealth sold out of Victory Capital Holdings (VCTR) in Q3 2025, closing a stake of 3,694 shares — an estimated $235K sold.

Corient Private Wealth first reported a position in VCTR in Q1 2023 and held it in 7 quarters. The position peaked at $34.9M in Q3 2023. 324 funds tracked by Wall St. Rank hold VCTR as of Q3 2025.

Corient Private Wealth reported no remaining Victory Capital Holdings position as of Q3 2025 after selling out during the quarter.
Corient Private Wealth sold 3,694 Victory Capital Holdings shares in Q3 2025, an estimated $235K.
Corient Private Wealth first reported a position in Victory Capital Holdings in Q1 2023 and held it in 7 quarters.
Corient Private Wealth's Victory Capital Holdings position peaked at $34.9M in Q3 2023.
324 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q3 2025.

Based on Corient Private Wealth's 13F filing for Q3 2025, filed 14 Nov 2025.