Park Square Financial Group’s Victory Capital Holdings VCTR Stock Holding History

Park Square Financial Group’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
2025 Q3	–	Sell	-68	Closed	-$4.33K	–	919
2025 Q2	$4.33K	Buy	+68	New	+$4.09K	﹤0.01%	760
2025 Q1	–	Sell	-70	Closed	-$4.58K	–	1047
2024 Q4	$4.58K	Buy	+70	New	+$4.43K	﹤0.01%	723

Other funds holding VCTR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CPI

Crestview Partners II New York $341M AUM 17.29% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $19.8B AUM 19.53% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Park Square Financial Group's VCTR Position: Q3 2025 in Review

Park Square Financial Group sold out of Victory Capital Holdings (VCTR) in Q3 2025, closing a stake of 68 shares — an estimated $4.33K sold.

Park Square Financial Group first reported a position in VCTR in Q4 2024 and held it in 2 quarters. The position peaked at $4.58K in Q4 2024. 324 funds tracked by Wall St. Rank hold VCTR as of Q3 2025.

Park Square Financial Group reported no remaining Victory Capital Holdings position as of Q3 2025 after selling out during the quarter.
Park Square Financial Group sold 68 Victory Capital Holdings shares in Q3 2025, an estimated $4.33K.
Park Square Financial Group first reported a position in Victory Capital Holdings in Q4 2024 and held it in 2 quarters.
Park Square Financial Group's Victory Capital Holdings position peaked at $4.58K in Q4 2024.
324 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.