MW
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MBL Wealth’s Viking Holdings VIK Stock Holding History

MBL Wealth’s Portfolio VIK Stock Details VIK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$389K Buy
3,721
+470
+14% +$40.7K 0.03% 242
2026
Q1 		$239K Buy
+3,251
New +$238K 0.02% 292

Other funds holding VIK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MBL Wealth's VIK Position: Q2 2026 in Review

MBL Wealth increased its Viking Holdings (VIK) stake by 14% in Q2 2026, buying an estimated $40.7K and bringing the position to 3,721 shares worth $389K. The position accounts for 0.03% of the portfolio, ranked #242.

MBL Wealth first reported a position in VIK in Q1 2026 and has held it in 2 quarters since. 609 funds tracked by Wall St. Rank hold VIK as of Q2 2026.

  • MBL Wealth held 3,721 shares of Viking Holdings worth $389K as of Q2 2026.
  • MBL Wealth bought 470 Viking Holdings shares in Q2 2026, an estimated $40.7K.
  • Viking Holdings made up 0.03% of MBL Wealth's portfolio in Q2 2026, its #242 holding.
  • MBL Wealth first reported a position in Viking Holdings in Q1 2026 and has held it in 2 quarters since.
  • 609 funds tracked by Wall St. Rank held Viking Holdings as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.