Kozak & Associates’s Victory Capital Holdings VCTR Stock Holding History

Kozak & Associates’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	$9.02K	Hold	105	–	–	﹤0.01%	269
2026 Q1	$7.24K	Buy	105 +1	+1%	+$70	﹤0.01%	288
2025 Q4	$7.14K	Buy	104 +1	+1%	+$64	﹤0.01%	280
2025 Q3	$6.37K	Buy	103 +1	+1%	+$69	﹤0.01%	290
2025 Q2	$6.61K	Hold	102	–	–	﹤0.01%	269
2025 Q1	$5.66K	Buy	102 +1	+1%	+$63	﹤0.01%	276
2024 Q4	$6.65K	Buy	+101	New	+$6.39K	﹤0.01%	273

Other funds holding VCTR

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.17B AUM 36.12% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return