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VCTR icon

Planned Solutions’s Victory Capital Holdings VCTR Stock Holding History

Planned Solutions’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 		$298K Hold
3,546
– – 0.09% 114
2026
Q1 		$232K Hold
3,546
– – 0.08% 127
2025
Q4 		$224K Buy
3,546
+155
+5% +$9.88K 0.07% 127
2025
Q3 		$220K Buy
3,391
+110
+3% +$7.55K 0.08% 131
2025
Q2 		$209K Buy
+3,281
New +$197K 0.08% 117
2024
Q4 		– Sell
-1,110
Closed -$61.5K – 613
2024
Q3 		$61.5K Buy
+1,110
New +$57.3K 0.02% 278

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 $413B AUM 44.57% 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

Planned Solutions's VCTR Position: Q2 2026 in Review

Planned Solutions held its Victory Capital Holdings (VCTR) position steady in Q2 2026 at 3,546 shares worth $298K. The position accounts for 0.09% of the portfolio, ranked #114.

Planned Solutions first reported a position in VCTR in Q3 2024 and has held it in 6 quarters since. 355 funds tracked by Wall St. Rank hold VCTR as of Q2 2026.

  • Planned Solutions held 3,546 shares of Victory Capital Holdings worth $298K as of Q2 2026.
  • Planned Solutions left its Victory Capital Holdings share count unchanged in Q2 2026.
  • Victory Capital Holdings made up 0.09% of Planned Solutions's portfolio in Q2 2026, its #114 holding.
  • Planned Solutions first reported a position in Victory Capital Holdings in Q3 2024 and has held it in 6 quarters since.
  • 355 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.