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Edgestream Partners’s Victory Capital Holdings VCTR Stock Holding History

Edgestream 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
2026
Q1 		– Sell
-24,187
Closed -$1.53M – 1126
2025
Q4 		$1.53M Buy
+24,187
New +$1.54M 0.04% 599
2024
Q4 		– Sell
-53,093
Closed -$2.94M – 1097
2024
Q3 		$2.94M Buy
+53,093
New +$2.74M 0.13% 283
2024
Q1 		– Sell
-69,131
Closed -$2.38M – 1027
2023
Q4 		$2.38M Buy
+69,131
New +$2.21M 0.17% 200

Other funds holding VCTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CPI
Crestview Partners II New York $235M AUM 38.67% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
BG
Bahl & Gaynor Cincinnati, Ohio $21.7B AUM 30.58% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Edgestream Partners's VCTR Position: Q1 2026 in Review

Edgestream Partners sold out of Victory Capital Holdings (VCTR) in Q1 2026, closing a stake of 24,187 shares — an estimated $1.53M sold.

Edgestream Partners first reported a position in VCTR in Q4 2023 and held it in 3 quarters. The position peaked at $2.94M in Q3 2024. 327 funds tracked by Wall St. Rank hold VCTR as of Q1 2026.

  • Edgestream Partners reported no remaining Victory Capital Holdings position as of Q1 2026 after selling out during the quarter.
  • Edgestream Partners sold 24,187 Victory Capital Holdings shares in Q1 2026, an estimated $1.53M.
  • Edgestream Partners first reported a position in Victory Capital Holdings in Q4 2023 and held it in 3 quarters.
  • Edgestream Partners's Victory Capital Holdings position peaked at $2.94M in Q3 2024.
  • 327 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.