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Pinnacle Wealth Planning Services’s Victory Capital Holdings VCTR Stock Holding History

Pinnacle Wealth Planning Services’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 		$62.1K Sell
739
-100
-12% -$8.05K 0.01% 1129
2026
Q1 		$54.9K Buy
839
+202
+32% +$14.1K 0.01% 1150
2025
Q4 		$40.2K Buy
+637
New +$40.6K ﹤0.01% 1356

Other funds holding VCTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BG
Bahl & Gaynor Cincinnati, Ohio $21.7B AUM 30.58% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
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

Pinnacle Wealth Planning Services's VCTR Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Victory Capital Holdings (VCTR) stake by 12% in Q2 2026, selling an estimated $8.05K and leaving 739 shares worth $62.1K. The position accounts for 0.01% of the portfolio, ranked #1129.

Pinnacle Wealth Planning Services first reported a position in VCTR in Q4 2025 and has held it in 3 quarters since. 357 funds tracked by Wall St. Rank hold VCTR as of Q2 2026.

  • Pinnacle Wealth Planning Services held 739 shares of Victory Capital Holdings worth $62.1K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 100 Victory Capital Holdings shares in Q2 2026, an estimated $8.05K.
  • Victory Capital Holdings made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1129 holding.
  • Pinnacle Wealth Planning Services first reported a position in Victory Capital Holdings in Q4 2025 and has held it in 3 quarters since.
  • 357 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.