Root Financial Partners
VCTR icon

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
Q3 		$34.3K Buy
+310
New +$32.8K ﹤0.01% 1272
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

Bahl & Gaynor
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Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Van Berkom & Associates
Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
TimesSquare Capital Management
TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Root Financial Partners's VCTR Position: Q3 2026 in Review

Root Financial Partners opened a new position in Victory Capital Holdings (VCTR) in Q3 2026: 310 shares worth $34.3K. The stake represents ﹤0.01% of the portfolio and ranks #1272 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in VCTR as recently as Q1 2026.

Root Financial Partners first reported a position in VCTR in Q3 2025 and has held it in 4 quarters since. 177 funds tracked by Wall St. Rank hold VCTR as of Q3 2026.

  • Root Financial Partners held 310 shares of Victory Capital Holdings worth $34.3K as of Q3 2026.
  • Victory Capital Holdings was a new Root Financial Partners position in Q3 2026.
  • Victory Capital Holdings made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1272 holding.
  • Root Financial Partners first reported a position in Victory Capital Holdings in Q3 2025 and has held it in 4 quarters since.
  • 177 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.