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NewEdge Wealth’s Victory Capital Holdings VCTR Stock Holding History

NewEdge Wealth’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
Q1 		$557K Buy
8,505
+4,690
+123% +$327K 0.01% 784
2025
Q4 		$241K Sell
3,815
-560
-13% -$35.7K ﹤0.01% 1101
2025
Q3 		$273K Buy
+4,375
New +$300K ﹤0.01% 901

Other funds holding VCTR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CPI
Crestview Partners II New York $341M AUM 17.29% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
BG
Bahl & Gaynor Cincinnati, Ohio $19.8B AUM 19.53% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

NewEdge Wealth's VCTR Position: Q1 2026 in Review

NewEdge Wealth increased its Victory Capital Holdings (VCTR) stake by 123% in Q1 2026, buying an estimated $327K and bringing the position to 8,505 shares worth $557K. The position accounts for 0.01% of the portfolio, ranked #784.

NewEdge Wealth first reported a position in VCTR in Q3 2025 and has held it in 3 quarters since. 325 funds tracked by Wall St. Rank hold VCTR as of Q1 2026.

  • NewEdge Wealth held 8,505 shares of Victory Capital Holdings worth $557K as of Q1 2026.
  • NewEdge Wealth bought 4,690 Victory Capital Holdings shares in Q1 2026, an estimated $327K.
  • Victory Capital Holdings made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #784 holding.
  • NewEdge Wealth first reported a position in Victory Capital Holdings in Q3 2025 and has held it in 3 quarters since.
  • 325 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.