LRI Investments’s Victory Capital Holdings VCTR Stock Holding History

LRI Investments’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	$8.49K	Hold	101	–	–	﹤0.01%	1003
2026 Q1	$6.61K	Hold	101	–	–	﹤0.01%	1005
2025 Q4	$6.37K	Hold	101	–	–	﹤0.01%	981
2025 Q3	$6.54K	Hold	101	–	–	﹤0.01%	973
2025 Q2	$6.43K	Sell	101 -16	-14%	-$963	﹤0.01%	947
2025 Q1	$6.77K	Hold	117	–	–	﹤0.01%	872
2024 Q4	$7.66K	Hold	117	–	–	﹤0.01%	826
2024 Q3	$7.43K	Buy	117 +21	+22%	+$1.08K	﹤0.01%	836
2024 Q2	$4.57K	Buy	+96	New	+$4.7K	﹤0.01%	920

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