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Opal Wealth Advisors’s Victory Capital Holdings VCTR Stock Holding History

Opal Wealth Advisors’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 		$29.6K Buy
+452
New +$31.5K 0.01% 506
2025
Q3 		– Sell
-599
Closed -$38.1K – 530
2025
Q2 		$38.1K Sell
599
-40
-6% -$2.41K 0.01% 423
2025
Q1 		$37K Buy
+639
New +$40.5K 0.01% 398
2024
Q3 		– Sell
-526
Closed -$25.1K – 1125
2024
Q2 		$25.1K Buy
526
+8
+2% +$392 0.01% 455
2024
Q1 		$22K Buy
+518
New +$19.1K 0.01% 231

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

Opal Wealth Advisors's VCTR Position: Q1 2026 in Review

Opal Wealth Advisors opened a new position in Victory Capital Holdings (VCTR) in Q1 2026: 452 shares worth $29.6K. The stake represents 0.01% of the portfolio and ranks #506 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in VCTR as recently as Q2 2025.

Opal Wealth Advisors first reported a position in VCTR in Q1 2024 and has held it in 5 quarters since. The position peaked at $38.1K in Q2 2025. 325 funds tracked by Wall St. Rank hold VCTR as of Q1 2026.

  • Opal Wealth Advisors held 452 shares of Victory Capital Holdings worth $29.6K as of Q1 2026.
  • Victory Capital Holdings was a new Opal Wealth Advisors position in Q1 2026.
  • Victory Capital Holdings made up 0.01% of Opal Wealth Advisors's portfolio in Q1 2026, its #506 holding.
  • Opal Wealth Advisors first reported a position in Victory Capital Holdings in Q1 2024 and has held it in 5 quarters since.
  • Opal Wealth Advisors's Victory Capital Holdings position peaked at $38.1K in Q2 2025.
  • 325 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.