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Mark Sheptoff Financial Planning’s Victory Capital Holdings VCTR Stock Holding History

Mark Sheptoff Financial Planning’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
2025
Q3 		– Sell
-39
Closed -$2.48K – 545
2025
Q2 		$2.48K Buy
+39
New +$2.35K ﹤0.01% 453

Other funds holding VCTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CPI
Crestview Partners II New York $235M AUM 38.67% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BG
Bahl & Gaynor Cincinnati, Ohio $21.7B AUM 30.58% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Mark Sheptoff Financial Planning's VCTR Position: Q3 2025 in Review

Mark Sheptoff Financial Planning sold out of Victory Capital Holdings (VCTR) in Q3 2025, closing a stake of 39 shares — an estimated $2.48K sold.

Mark Sheptoff Financial Planning first reported a position in VCTR in Q2 2025 and held it in 1 quarter. The position peaked at $2.48K in Q2 2025. 324 funds tracked by Wall St. Rank hold VCTR as of Q3 2025.

  • Mark Sheptoff Financial Planning reported no remaining Victory Capital Holdings position as of Q3 2025 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 39 Victory Capital Holdings shares in Q3 2025, an estimated $2.48K.
  • Mark Sheptoff Financial Planning first reported a position in Victory Capital Holdings in Q2 2025 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Victory Capital Holdings position peaked at $2.48K in Q2 2025.
  • 324 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q3 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2025, filed 13 Nov 2025.