Covestor
VCTR icon

Covestor’s Victory Capital Holdings VCTR Stock Holding History

Covestor’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
Q3 		$81K Buy
729
+119
+20% +$12.6K 0.05% 470
2026
Q2 		$51K Buy
610
+209
+52% +$16.8K 0.03% 782
2026
Q1 		$26K Sell
401
-268
-40% -$18.7K 0.02% 1013
2025
Q4 		$42K Buy
669
+334
+100% +$21.3K 0.02% 977
2025
Q3 		$22K Buy
335
+64
+24% +$4.4K 0.01% 1246
2025
Q2 		$17K Sell
271
-190
-41% -$11.4K 0.01% 1323
2025
Q1 		$27K Sell
461
-2
-0.4% -$127 0.02% 1092
2024
Q4 		$30K Buy
463
+449
+3,207% +$28.4K 0.02% 1041
2024
Q3 		$1K Buy
14
+4
+40% +$206 ﹤0.01% 2115
2024
Q2 		$1K Buy
10
+1
+11% +$49 ﹤0.01% 2145
2024
Q1 		$0 Buy
9
+5
+125% +$184 ﹤0.01% 2783
2023
Q4 		$0 Hold
4
– – ﹤0.01% 2759
2023
Q3 		$0 Sell
4
-400
-99% -$13.4K ﹤0.01% 2753
2023
Q2 		$13K Sell
404
-3,490
-90% -$108K 0.01% 1331
2023
Q1 		$114K Buy
3,894
+3,872
+17,600% +$118K 0.1% 309
2022
Q4 		$1K Buy
22
+13
+144% +$365 ﹤0.01% 1951
2022
Q3 		$0 Buy
+9
New +$239 ﹤0.01% 2652

Other funds holding VCTR

Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Van Berkom & Associates
Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
TimesSquare Capital Management
TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return

Covestor's VCTR Position: Q3 2026 in Review

Covestor increased its Victory Capital Holdings (VCTR) stake by 20% in Q3 2026, buying an estimated $12.6K and bringing the position to 729 shares worth $81K. The position accounts for 0.05% of the portfolio, ranked #470.

Covestor first reported a position in VCTR in Q3 2022 and has held it in 17 quarters since. The position peaked at $114K in Q1 2023. 195 funds tracked by Wall St. Rank hold VCTR as of Q3 2026.

  • Covestor held 729 shares of Victory Capital Holdings worth $81K as of Q3 2026.
  • Covestor bought 119 Victory Capital Holdings shares in Q3 2026, an estimated $12.6K.
  • Victory Capital Holdings made up 0.05% of Covestor's portfolio in Q3 2026, its #470 holding.
  • Covestor first reported a position in Victory Capital Holdings in Q3 2022 and has held it in 17 quarters since.
  • Covestor's Victory Capital Holdings position peaked at $114K in Q1 2023.
  • 195 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.