O'Shaughnessy Asset Management’s Victory Capital Holdings VCTR Stock Holding History

O'Shaughnessy Asset Management’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	$2.29M	Sell	27,201 -721	-3%	-$58K	0.01%	859
2026 Q1	$1.83M	Sell	27,922 -6,722	-19%	-$468K	0.01%	921
2025 Q4	$2.19M	Sell	34,644 -12,709	-27%	-$810K	0.01%	801
2025 Q3	$3.07M	Buy	47,353 +1,692	+4%	+$116K	0.02%	652
2025 Q2	$2.91M	Buy	45,661 +17,937	+65%	+$1.08M	0.02%	644
2025 Q1	$1.6M	Buy	27,724 +13,028	+89%	+$825K	0.01%	779
2024 Q4	$962K	Buy	14,696 +4,574	+45%	+$290K	0.01%	975
2024 Q3	$593K	Buy	+10,122	New	+$523K	0.01%	1147
2021 Q4	–	Sell	-1,209	Closed	-$42K	–	2443
2021 Q3	$42K	Buy	+1,209	New	+$40.3K	﹤0.01%	1717
2020 Q2	–	Sell	-17,897	Closed	-$294K	–	1909
2020 Q1	$294K	Sell	17,897 -18,501	-51%	-$363K	0.01%	376
2019 Q4	$762K	Sell	36,398 -3,926	-10%	-$71.2K	0.02%	324
2019 Q3	$620K	Sell	40,324 -378	-0.9%	-$6.47K	0.01%	339
2019 Q2	$697K	Buy	40,702 +31,439	+339%	+$519K	0.02%	314
2019 Q1	$139K	Buy	+9,263	New	+$113K	﹤0.01%	603

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 $413B AUM 44.57% 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

O'Shaughnessy Asset Management's VCTR Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its Victory Capital Holdings (VCTR) stake by 2.6% in Q2 2026, selling an estimated $58K and leaving 27,201 shares worth $2.29M. The position accounts for 0.01% of the portfolio, ranked #859.

O'Shaughnessy Asset Management first reported a position in VCTR in Q1 2019 and has held it in 14 quarters since. The position peaked at $3.07M in Q3 2025. 355 funds tracked by Wall St. Rank hold VCTR as of Q2 2026.

O'Shaughnessy Asset Management held 27,201 shares of Victory Capital Holdings worth $2.29M as of Q2 2026.
O'Shaughnessy Asset Management sold 721 Victory Capital Holdings shares in Q2 2026, an estimated $58K.
Victory Capital Holdings made up 0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #859 holding.
O'Shaughnessy Asset Management first reported a position in Victory Capital Holdings in Q1 2019 and has held it in 14 quarters since.
O'Shaughnessy Asset Management's Victory Capital Holdings position peaked at $3.07M in Q3 2025.
355 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.