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Marshall Financial Group (Maryland)’s Victory Capital Holdings VCTR Stock Holding History

Marshall Financial Group (Maryland)’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 		$1.04M Buy
+12,357
New +$995K 0.15% 126
2023
Q1 		– Sell
-33,254
Closed -$892K – 194
2022
Q4 		$892K Buy
+33,254
New +$935K 0.35% 104

Other funds holding VCTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BG
Bahl & Gaynor Cincinnati, Ohio $21.7B AUM 30.58% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CPI
Crestview Partners II New York $235M AUM 38.67% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Marshall Financial Group (Maryland)'s VCTR Position: Q2 2026 in Review

Marshall Financial Group (Maryland) opened a new position in Victory Capital Holdings (VCTR) in Q2 2026: 12,357 shares worth $1.04M. The stake represents 0.15% of the portfolio and ranks #126 among its holdings. This is a return to the name: Marshall Financial Group (Maryland) previously reported a position in VCTR as recently as Q4 2022.

Marshall Financial Group (Maryland) first reported a position in VCTR in Q4 2022 and has held it in 2 quarters since. 357 funds tracked by Wall St. Rank hold VCTR as of Q2 2026.

  • Marshall Financial Group (Maryland) held 12,357 shares of Victory Capital Holdings worth $1.04M as of Q2 2026.
  • Victory Capital Holdings was a new Marshall Financial Group (Maryland) position in Q2 2026.
  • Victory Capital Holdings made up 0.15% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #126 holding.
  • Marshall Financial Group (Maryland) first reported a position in Victory Capital Holdings in Q4 2022 and has held it in 2 quarters since.
  • 357 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.