JWM
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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
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 $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

JPL Wealth Management's VCTR Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Victory Capital Holdings (VCTR) in Q1 2026: 5 shares worth $328. The stake represents ﹤0.01% of the portfolio and ranks #1358 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in VCTR as recently as Q3 2025.

JPL Wealth Management first reported a position in VCTR in Q3 2025 and has held it in 2 quarters since. 325 funds tracked by Wall St. Rank hold VCTR as of Q1 2026.

  • JPL Wealth Management held 5 shares of Victory Capital Holdings worth $328 as of Q1 2026.
  • Victory Capital Holdings was a new JPL Wealth Management position in Q1 2026.
  • Victory Capital Holdings made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #1358 holding.
  • JPL Wealth Management first reported a position in Victory Capital Holdings in Q3 2025 and has held it in 2 quarters since.
  • 325 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.