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 Q2	$791K	Buy	9,409 +904	+11%	+$72.8K	0.01%	720
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $21.7B AUM 30.58% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

NewEdge Wealth's VCTR Position: Q2 2026 in Review

NewEdge Wealth increased its Victory Capital Holdings (VCTR) stake by 11% in Q2 2026, buying an estimated $72.8K and bringing the position to 9,409 shares worth $791K. The position accounts for 0.01% of the portfolio, ranked #720.

NewEdge Wealth first reported a position in VCTR in Q3 2025 and has held it in 4 quarters since. 357 funds tracked by Wall St. Rank hold VCTR as of Q2 2026.

NewEdge Wealth held 9,409 shares of Victory Capital Holdings worth $791K as of Q2 2026.
NewEdge Wealth bought 904 Victory Capital Holdings shares in Q2 2026, an estimated $72.8K.
Victory Capital Holdings made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #720 holding.
NewEdge Wealth first reported a position in Victory Capital Holdings in Q3 2025 and has held it in 4 quarters since.
357 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.