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EP Wealth Advisors’s Victory Capital Holdings VCTR Stock Holding History

EP Wealth Advisors’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
-3,895
Closed -$246K – 1600
2025
Q4 		$246K Buy
+3,895
New +$248K ﹤0.01% 1255
2025
Q2 		$252K Sell
3,957
-236
-6% -$14.2K ﹤0.01% 1118
2025
Q1 		$243K Buy
4,193
+273
+7% +$17.3K ﹤0.01% 1028
2024
Q4 		$257K Buy
+3,920
New +$248K ﹤0.01% 939

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 $413B AUM 44.57% 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

EP Wealth Advisors's VCTR Position: Q1 2026 in Review

EP Wealth Advisors sold out of Victory Capital Holdings (VCTR) in Q1 2026, closing a stake of 3,895 shares — an estimated $246K sold.

EP Wealth Advisors first reported a position in VCTR in Q4 2024 and held it in 4 quarters. The position peaked at $257K in Q4 2024. 326 funds tracked by Wall St. Rank hold VCTR as of Q1 2026.

  • EP Wealth Advisors reported no remaining Victory Capital Holdings position as of Q1 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 3,895 Victory Capital Holdings shares in Q1 2026, an estimated $246K.
  • EP Wealth Advisors first reported a position in Victory Capital Holdings in Q4 2024 and held it in 4 quarters.
  • EP Wealth Advisors's Victory Capital Holdings position peaked at $257K in Q4 2024.
  • 326 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.