EWA
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EverSource Wealth Advisors’s Victory Capital Holdings VCTR Stock Holding History

EverSource 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
Q2 		$30.2K Buy
359
+237
+194% +$19.1K ﹤0.01% 2143
2026
Q1 		$7.99K Buy
122
+60
+97% +$4.18K ﹤0.01% 3036
2025
Q4 		$3.91K Sell
62
-142
-70% -$9.05K ﹤0.01% 3213
2025
Q3 		$13.2K Sell
204
-24
-11% -$1.65K ﹤0.01% 2659
2025
Q2 		$14.5K Buy
228
+131
+135% +$7.88K ﹤0.01% 2553
2025
Q1 		$5.61K Buy
97
+77
+385% +$4.88K ﹤0.01% 2436
2024
Q4 		$1.31K Buy
+20
New +$1.27K ﹤0.01% 2879

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 $413B AUM 44.57% 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

EverSource Wealth Advisors's VCTR Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Victory Capital Holdings (VCTR) stake by 194% in Q2 2026, buying an estimated $19.1K and bringing the position to 359 shares worth $30.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2143.

EverSource Wealth Advisors first reported a position in VCTR in Q4 2024 and has held it in 7 quarters since. 355 funds tracked by Wall St. Rank hold VCTR as of Q2 2026.

  • EverSource Wealth Advisors held 359 shares of Victory Capital Holdings worth $30.2K as of Q2 2026.
  • EverSource Wealth Advisors bought 237 Victory Capital Holdings shares in Q2 2026, an estimated $19.1K.
  • Victory Capital Holdings made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2143 holding.
  • EverSource Wealth Advisors first reported a position in Victory Capital Holdings in Q4 2024 and has held it in 7 quarters since.
  • 355 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.