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Kaizen Financial Strategies’s Victory Capital Holdings VCTR Stock Holding History

Kaizen Financial Strategies’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 		$520K Hold
6,060
– – 0.17% 92
2026
Q1 		$437K Hold
6,060
– – 0.18% 96
2025
Q4 		$382K Sell
6,060
-400
-6% -$25.5K 0.17% 106
2025
Q3 		$398K Hold
6,460
– – 0.18% 101
2025
Q2 		$411K Hold
6,460
– – 0.21% 92
2025
Q1 		$374K Hold
6,460
– – 0.22% 87
2024
Q4 		$423K Sell
6,460
-50
-0.8% -$3.17K 0.24% 73
2024
Q3 		$361K Sell
6,510
-40
-0.6% -$2.06K 0.21% 82
2024
Q2 		$343K Buy
+6,550
New +$321K 0.21% 80

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

Kaizen Financial Strategies's VCTR Position: Q2 2026 in Review

Kaizen Financial Strategies held its Victory Capital Holdings (VCTR) position steady in Q2 2026 at 6,060 shares worth $520K. The position accounts for 0.17% of the portfolio, ranked #92.

Kaizen Financial Strategies first reported a position in VCTR in Q2 2024 and has held it in 9 quarters since. 356 funds tracked by Wall St. Rank hold VCTR as of Q2 2026.

  • Kaizen Financial Strategies held 6,060 shares of Victory Capital Holdings worth $520K as of Q2 2026.
  • Kaizen Financial Strategies left its Victory Capital Holdings share count unchanged in Q2 2026.
  • Victory Capital Holdings made up 0.17% of Kaizen Financial Strategies's portfolio in Q2 2026, its #92 holding.
  • Kaizen Financial Strategies first reported a position in Victory Capital Holdings in Q2 2024 and has held it in 9 quarters since.
  • 356 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.