HWM
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HB Wealth Management’s Victory Capital Holdings VCTR Stock Holding History

HB Wealth 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 		$216K Buy
+2,571
New +$207K ﹤0.01% 1561
2025
Q4 		– Sell
-3,102
Closed -$201K – 1455
2025
Q3 		$201K Sell
3,102
-53
-2% -$3.64K ﹤0.01% 1277
2025
Q2 		$201K Sell
3,155
-311
-9% -$18.7K ﹤0.01% 1107
2025
Q1 		$201K Buy
+3,466
New +$220K ﹤0.01% 1140

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 $3.38T AUM 44.17% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

HB Wealth Management's VCTR Position: Q2 2026 in Review

HB Wealth Management opened a new position in Victory Capital Holdings (VCTR) in Q2 2026: 2,571 shares worth $216K. The stake represents ﹤0.01% of the portfolio and ranks #1561 among its holdings. This is a return to the name: HB Wealth Management previously reported a position in VCTR as recently as Q3 2025.

HB Wealth Management first reported a position in VCTR in Q1 2025 and has held it in 4 quarters since. 356 funds tracked by Wall St. Rank hold VCTR as of Q2 2026.

  • HB Wealth Management held 2,571 shares of Victory Capital Holdings worth $216K as of Q2 2026.
  • Victory Capital Holdings was a new HB Wealth Management position in Q2 2026.
  • Victory Capital Holdings made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1561 holding.
  • HB Wealth Management first reported a position in Victory Capital Holdings in Q1 2025 and has held it in 4 quarters since.
  • 356 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.