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Root Financial Partners’s Victory Capital Holdings VCTR Stock Holding History

Root Financial Partners’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 		– Sell
-262
Closed -$17.2K – 3070
2026
Q1 		$17.2K Buy
262
+70
+36% +$4.88K ﹤0.01% 1408
2025
Q4 		$12.1K Buy
192
+15
+8% +$956 ﹤0.01% 1420
2025
Q3 		$11.5K Buy
+177
New +$12.2K ﹤0.01% 1397

Other funds holding VCTR

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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

Root Financial Partners's VCTR Position: Q2 2026 in Review

Root Financial Partners sold out of Victory Capital Holdings (VCTR) in Q2 2026, closing a stake of 262 shares — an estimated $17.2K sold.

Root Financial Partners first reported a position in VCTR in Q3 2025 and held it in 3 quarters. The position peaked at $17.2K in Q1 2026. 356 funds tracked by Wall St. Rank hold VCTR as of Q2 2026.

  • Root Financial Partners reported no remaining Victory Capital Holdings position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 262 Victory Capital Holdings shares in Q2 2026, an estimated $17.2K.
  • Root Financial Partners first reported a position in Victory Capital Holdings in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Victory Capital Holdings position peaked at $17.2K in Q1 2026.
  • 356 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.