Evanson Financial’s Victory Capital Holdings VCTR Stock Holding History

Evanson Financial’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	$5.76M	Buy	+52,086	New	+$5.51M	0.28%	45

Other funds holding VCTR

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Kendall Capital Management Rockville, Maryland $605M AUM 38.16% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return

Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return

SWL

STACKSTONE WEALTH, LLC Dubuque, Iowa $1.01B AUM

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Evanson Financial's VCTR Position: Q3 2026 in Review

Evanson Financial opened a new position in Victory Capital Holdings (VCTR) in Q3 2026: 52,086 shares worth $5.76M. The stake represents 0.28% of the portfolio and ranks #45 among its holdings.

75 funds tracked by Wall St. Rank hold VCTR as of Q3 2026.

Evanson Financial held 52,086 shares of Victory Capital Holdings worth $5.76M as of Q3 2026.
Victory Capital Holdings was a new Evanson Financial position in Q3 2026.
Victory Capital Holdings made up 0.28% of Evanson Financial's portfolio in Q3 2026, its #45 holding.
75 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q3 2026.

Based on Evanson Financial's 13F filing for Q3 2026, filed 23 Oct 2026.