Kestrel Investment Management’s Victory Capital Holdings VCTR Stock Holding History

Kestrel Investment 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
2024 Q4	–	Sell	-136,000	Closed	-$7.46M	–	42
2024 Q3	$7.46M	Buy	136,000 +7,600	+6%	+$392K	4.3%	4
2024 Q2	$6.13M	Hold	128,400	–	–	4.06%	7
2024 Q1	$5.45M	Sell	128,400 -800	-0.6%	-$29.5K	3.64%	9
2023 Q4	$4.45M	Sell	129,200 -29,300	-18%	-$937K	3.01%	13
2023 Q3	$5.28M	Sell	158,500 -12,300	-7%	-$411K	3.34%	12
2023 Q2	$5.39M	Buy	+170,800	New	+$5.27M	2.98%	14

Other funds holding VCTR

CPI

Crestview Partners II New York $341M AUM 17.29% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $19.8B AUM 19.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Kestrel Investment Management's VCTR Position: Q4 2024 in Review

Kestrel Investment Management sold out of Victory Capital Holdings (VCTR) in Q4 2024, closing a stake of 136,000 shares — an estimated $7.46M sold.

Kestrel Investment Management first reported a position in VCTR in Q2 2023 and held it in 6 quarters. The position peaked at $7.46M in Q3 2024. 276 funds tracked by Wall St. Rank hold VCTR as of Q4 2024.

Kestrel Investment Management reported no remaining Victory Capital Holdings position as of Q4 2024 after selling out during the quarter.
Kestrel Investment Management sold 136,000 Victory Capital Holdings shares in Q4 2024, an estimated $7.46M.
Kestrel Investment Management first reported a position in Victory Capital Holdings in Q2 2023 and held it in 6 quarters.
Kestrel Investment Management's Victory Capital Holdings position peaked at $7.46M in Q3 2024.
276 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q4 2024.

Based on Kestrel Investment Management's 13F filing for Q4 2024, filed 12 Feb 2025.