Jones Financial Companies
VCTR icon

Jones Financial Companies’s Victory Capital Holdings VCTR Stock Holding History

Jones Financial Companies’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 		$76.6K Buy
1,176
+696
+145% +$48.5K ﹤0.01% 2781
2025
Q4 		$30.3K Buy
480
+95
+25% +$6.05K ﹤0.01% 2754
2025
Q3 		$25.3K Buy
385
+91
+31% +$6.25K ﹤0.01% 2672
2025
Q2 		$18.8K Buy
294
+225
+326% +$13.5K ﹤0.01% 2624
2025
Q1 		$3.98K Buy
69
+49
+245% +$3.1K ﹤0.01% 3024
2024
Q4 		$1.31K Buy
+20
New +$1.27K ﹤0.01% 3088

Other funds holding VCTR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CPI
Crestview Partners II New York $341M AUM 17.29% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
BG
Bahl & Gaynor Cincinnati, Ohio $19.8B AUM 19.53% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Jones Financial Companies's VCTR Position: Q1 2026 in Review

Jones Financial Companies increased its Victory Capital Holdings (VCTR) stake by 145% in Q1 2026, buying an estimated $48.5K and bringing the position to 1,176 shares worth $76.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2781.

Jones Financial Companies first reported a position in VCTR in Q4 2024 and has held it in 6 quarters since. 325 funds tracked by Wall St. Rank hold VCTR as of Q1 2026.

  • Jones Financial Companies held 1,176 shares of Victory Capital Holdings worth $76.6K as of Q1 2026.
  • Jones Financial Companies bought 696 Victory Capital Holdings shares in Q1 2026, an estimated $48.5K.
  • Victory Capital Holdings made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2781 holding.
  • Jones Financial Companies first reported a position in Victory Capital Holdings in Q4 2024 and has held it in 6 quarters since.
  • 325 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.