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Evergreen Capital Management’s Victory Capital Holdings VCTR Stock Holding History

Evergreen Capital 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
2026
Q2 		$441K Buy
5,242
+75
+1% +$6.04K 0.01% 983
2026
Q1 		$338K Sell
5,167
-7,468
-59% -$520K 0.01% 1034
2025
Q4 		$797K Sell
12,635
-734
-5% -$46.8K 0.02% 536
2025
Q3 		$866K Buy
13,369
+1,012
+8% +$69.5K 0.02% 444
2025
Q2 		$787K Hold
12,357
– – 0.02% 420
2025
Q1 		$715K Sell
12,357
-86
-0.7% -$5.45K 0.02% 393
2024
Q4 		$815K Buy
12,443
+1,901
+18% +$120K 0.03% 379
2024
Q3 		$584K Buy
10,542
+101
+1% +$5.21K 0.02% 454
2024
Q2 		$498K Hold
10,441
– – 0.02% 465
2024
Q1 		$443K Buy
10,441
+3,237
+45% +$119K 0.02% 481
2023
Q4 		$248K Buy
+7,204
New +$230K 0.01% 678

Other funds holding VCTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BG
Bahl & Gaynor Cincinnati, Ohio $21.7B AUM 30.58% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CPI
Crestview Partners II New York $235M AUM 38.67% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Evergreen Capital Management's VCTR Position: Q2 2026 in Review

Evergreen Capital Management increased its Victory Capital Holdings (VCTR) stake by 1.5% in Q2 2026, buying an estimated $6.04K and bringing the position to 5,242 shares worth $441K. The position accounts for 0.01% of the portfolio, ranked #983.

Evergreen Capital Management first reported a position in VCTR in Q4 2023 and has held it in 11 quarters since. The position peaked at $866K in Q3 2025. 357 funds tracked by Wall St. Rank hold VCTR as of Q2 2026.

  • Evergreen Capital Management held 5,242 shares of Victory Capital Holdings worth $441K as of Q2 2026.
  • Evergreen Capital Management bought 75 Victory Capital Holdings shares in Q2 2026, an estimated $6.04K.
  • Victory Capital Holdings made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #983 holding.
  • Evergreen Capital Management first reported a position in Victory Capital Holdings in Q4 2023 and has held it in 11 quarters since.
  • Evergreen Capital Management's Victory Capital Holdings position peaked at $866K in Q3 2025.
  • 357 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.