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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 $5.72T AUM 30.48% 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 $341M AUM 17.29% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BG
Bahl & Gaynor Cincinnati, Ohio $19.8B AUM 19.53% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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.