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JPL Wealth Management’s Victory Capital Holdings VCTR Stock Holding History

JPL 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 		$1.77K Buy
21
+16
+320% +$1.29K ﹤0.01% 1118
2026
Q1 		$328 Buy
+5
New +$348 ﹤0.01% 1358
2025
Q4 		– Sell
-5
Closed -$324 – 1082
2025
Q3 		$324 Buy
+5
New +$343 ﹤0.01% 1115

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 $3.37T AUM 44.26% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

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

JPL Wealth Management increased its Victory Capital Holdings (VCTR) stake by 320% in Q2 2026, buying an estimated $1.29K and bringing the position to 21 shares worth $1.77K. The position accounts for ﹤0.01% of the portfolio, ranked #1118.

JPL Wealth Management first reported a position in VCTR in Q3 2025 and has held it in 3 quarters since. 357 funds tracked by Wall St. Rank hold VCTR as of Q2 2026.

  • JPL Wealth Management held 21 shares of Victory Capital Holdings worth $1.77K as of Q2 2026.
  • JPL Wealth Management bought 16 Victory Capital Holdings shares in Q2 2026, an estimated $1.29K.
  • Victory Capital Holdings made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1118 holding.
  • JPL Wealth Management first reported a position in Victory Capital Holdings in Q3 2025 and has held it in 3 quarters since.
  • 357 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.