Richard Bernstein Advisors’s Victory Capital Holdings VCTR Stock Holding History

Richard Bernstein 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
2025 Q2	–	Sell	-79,994	Closed	-$4.63M	–	247
2025 Q1	$4.63M	Sell	79,994 -2,907	-4%	-$184K	0.11%	70
2024 Q4	$5.43M	Hold	82,901	–	–	0.12%	60
2024 Q3	$4.59M	Hold	82,901	–	–	0.1%	84
2024 Q2	$3.96M	Hold	82,901	–	–	0.09%	94
2024 Q1	$3.52M	Hold	82,901	–	–	0.08%	119
2023 Q4	$2.86M	Buy	82,901 +59	+0.1%	+$1.89K	0.06%	151
2023 Q3	$2.76M	Buy	+82,842	New	+$2.77M	0.06%	141

Other funds holding VCTR

CPI

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

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

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

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

VBA

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Richard Bernstein Advisors's VCTR Position: Q2 2025 in Review

Richard Bernstein Advisors sold out of Victory Capital Holdings (VCTR) in Q2 2025, closing a stake of 79,994 shares — an estimated $4.63M sold.

Richard Bernstein Advisors first reported a position in VCTR in Q3 2023 and held it in 7 quarters. The position peaked at $5.43M in Q4 2024. 306 funds tracked by Wall St. Rank hold VCTR as of Q2 2025.

Richard Bernstein Advisors reported no remaining Victory Capital Holdings position as of Q2 2025 after selling out during the quarter.
Richard Bernstein Advisors sold 79,994 Victory Capital Holdings shares in Q2 2025, an estimated $4.63M.
Richard Bernstein Advisors first reported a position in Victory Capital Holdings in Q3 2023 and held it in 7 quarters.
Richard Bernstein Advisors's Victory Capital Holdings position peaked at $5.43M in Q4 2024.
306 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q2 2025.

Based on Richard Bernstein Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.