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Forum Financial Management’s Victory Capital Holdings VCTR Stock Holding History

Forum Financial 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
Q1 		– Sell
-3,417
Closed -$216K – 967
2025
Q4 		$216K Sell
3,417
-1
-0% -$64 ﹤0.01% 932
2025
Q3 		$221K Buy
3,418
+4
+0.1% +$275 ﹤0.01% 907
2025
Q2 		$217K Buy
+3,414
New +$205K ﹤0.01% 865

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 $416B AUM 44.19% 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 $3.38T AUM 44.17% 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

Forum Financial Management's VCTR Position: Q1 2026 in Review

Forum Financial Management sold out of Victory Capital Holdings (VCTR) in Q1 2026, closing a stake of 3,417 shares — an estimated $216K sold.

Forum Financial Management first reported a position in VCTR in Q2 2025 and held it in 3 quarters. The position peaked at $221K in Q3 2025. 327 funds tracked by Wall St. Rank hold VCTR as of Q1 2026.

  • Forum Financial Management reported no remaining Victory Capital Holdings position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 3,417 Victory Capital Holdings shares in Q1 2026, an estimated $216K.
  • Forum Financial Management first reported a position in Victory Capital Holdings in Q2 2025 and held it in 3 quarters.
  • Forum Financial Management's Victory Capital Holdings position peaked at $221K in Q3 2025.
  • 327 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.