JWA
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JFS Wealth Advisors’s Victory Capital Holdings VCTR Stock Holding History

JFS 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 		$5.04K Buy
60
+12
+25% +$966 ﹤0.01% 1266
2026
Q1 		$3.14K Sell
48
-10
-17% -$697 ﹤0.01% 1364
2025
Q4 		$3.66K Buy
58
+16
+38% +$1.02K ﹤0.01% 1361
2025
Q3 		$2.72K Hold
42
– – ﹤0.01% 1350
2025
Q2 		$2.67K Sell
42
-12
-22% -$722 ﹤0.01% 1308
2025
Q1 		$3.13K Buy
54
+6
+13% +$380 ﹤0.01% 1305
2024
Q4 		$3.14K Buy
48
+10
+26% +$633 ﹤0.01% 1301
2024
Q3 		$2.11K Buy
38
+1
+3% +$52 ﹤0.01% 1465
2024
Q2 		$1.77K Buy
37
+10
+37% +$490 ﹤0.01% 1485
2024
Q1 		$1.15K Hold
27
– – ﹤0.01% 1625
2023
Q4 		$930 Sell
27
-12
-31% -$384 ﹤0.01% 1671
2023
Q3 		$1.3K Buy
39
+14
+56% +$468 ﹤0.01% 1516
2023
Q2 		$789 Hold
25
– – ﹤0.01% 1668
2023
Q1 		$732 Buy
25
+1
+4% +$30 ﹤0.01% 1660
2022
Q4 		$644 Buy
24
+2
+9% +$56 ﹤0.01% 1692
2022
Q3 		$1K Buy
22
+19
+633% +$504 ﹤0.01% 1672
2022
Q2 		$0 Sell
3
-5
-63% -$135 ﹤0.01% 1946
2022
Q1 		$0 Buy
8
+6
+300% +$196 ﹤0.01% 1977
2021
Q4 		$0 Buy
+2
New +$73 ﹤0.01% 1891

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

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

JFS Wealth Advisors increased its Victory Capital Holdings (VCTR) stake by 25% in Q2 2026, buying an estimated $966 and bringing the position to 60 shares worth $5.04K. The position accounts for ﹤0.01% of the portfolio, ranked #1266.

JFS Wealth Advisors first reported a position in VCTR in Q4 2021 and has held it in 19 quarters since. 355 funds tracked by Wall St. Rank hold VCTR as of Q2 2026.

  • JFS Wealth Advisors held 60 shares of Victory Capital Holdings worth $5.04K as of Q2 2026.
  • JFS Wealth Advisors bought 12 Victory Capital Holdings shares in Q2 2026, an estimated $966.
  • Victory Capital Holdings made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1266 holding.
  • JFS Wealth Advisors first reported a position in Victory Capital Holdings in Q4 2021 and has held it in 19 quarters since.
  • 355 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.