EWM
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Empirical Wealth Management’s Victory Capital Holdings VCTR Stock Holding History

Empirical Wealth Management’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
Q4 		– Sell
-8,060
Closed -$522K – 981
2025
Q3 		$522K Buy
8,060
+1,052
+15% +$72.2K 0.01% 463
2025
Q2 		$446K Buy
7,008
+812
+13% +$48.9K 0.01% 438
2025
Q1 		$359K Buy
6,196
+1,466
+31% +$92.9K 0.01% 470
2024
Q4 		$310K Buy
4,730
+495
+12% +$31.3K 0.01% 494
2024
Q3 		$235K Buy
+4,235
New +$219K 0.01% 511

Other funds holding VCTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
BG
Bahl & Gaynor Cincinnati, Ohio $19.8B AUM 19.53% 1-Year Est. Return
State Street
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Empirical Wealth Management's VCTR Position: Q4 2025 in Review

Empirical Wealth Management sold out of Victory Capital Holdings (VCTR) in Q4 2025, closing a stake of 8,060 shares — an estimated $522K sold.

Empirical Wealth Management first reported a position in VCTR in Q3 2024 and held it in 5 quarters. The position peaked at $522K in Q3 2025. 310 funds tracked by Wall St. Rank hold VCTR as of Q4 2025.

  • Empirical Wealth Management reported no remaining Victory Capital Holdings position as of Q4 2025 after selling out during the quarter.
  • Empirical Wealth Management sold 8,060 Victory Capital Holdings shares in Q4 2025, an estimated $522K.
  • Empirical Wealth Management first reported a position in Victory Capital Holdings in Q3 2024 and held it in 5 quarters.
  • Empirical Wealth Management's Victory Capital Holdings position peaked at $522K in Q3 2025.
  • 310 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q4 2025.

Based on Empirical Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.