Rothschild Investment LLC’s Victory Capital Holdings VCTR Stock Holding History

Rothschild Investment LLC’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 Q1	$282K	Buy	4,314 +21	+0.5%	+$1.46K	0.01%	563
2025 Q4	$271K	Sell	4,293 -7	-0.2%	-$446	0.01%	523
2025 Q3	$278K	Sell	4,300 -20	-0.5%	-$1.37K	0.02%	501
2025 Q2	$275K	Buy	4,320 +30	+0.7%	+$1.8K	0.02%	440
2025 Q1	$248K	Buy	4,290 +25	+0.6%	+$1.58K	0.02%	454
2024 Q4	$279K	Buy	4,265 +5	+0.1%	+$317	0.02%	436
2024 Q3	$236K	Buy	4,260 +30	+0.7%	+$1.55K	0.02%	475
2024 Q2	$202K	Buy	4,230 +10	+0.2%	+$490	0.01%	498
2024 Q1	$179K	Buy	+4,220	New	+$156K	0.01%	485
2022 Q1	–	Sell	-7,839	Closed	-$286K	–	538
2021 Q4	$286K	Hold	7,839	–	–	0.02%	405
2021 Q3	$274K	Buy	7,839 +290	+4%	+$9.67K	0.02%	405
2021 Q2	$244K	Buy	+7,549	New	+$221K	0.02%	430
2020 Q3	–	Sell	-18,244	Closed	-$314K	–	452
2020 Q2	$314K	Sell	18,244 -5,415	-23%	-$84.9K	0.04%	310
2020 Q1	$387K	Sell	23,659 -8,887	-27%	-$174K	0.05%	276
2019 Q4	$682K	Buy	+32,546	New	+$591K	0.07%	252

Other funds holding VCTR

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

CPI

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

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

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

VBA

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

Rothschild Investment LLC's VCTR Position: Q1 2026 in Review

Rothschild Investment LLC increased its Victory Capital Holdings (VCTR) stake by 0.49% in Q1 2026, buying an estimated $1.46K and bringing the position to 4,314 shares worth $282K. The position accounts for 0.01% of the portfolio, ranked #563.

Rothschild Investment LLC first reported a position in VCTR in Q4 2019 and has held it in 15 quarters since. The position peaked at $682K in Q4 2019. 325 funds tracked by Wall St. Rank hold VCTR as of Q1 2026.

Rothschild Investment LLC held 4,314 shares of Victory Capital Holdings worth $282K as of Q1 2026.
Rothschild Investment LLC bought 21 Victory Capital Holdings shares in Q1 2026, an estimated $1.46K.
Victory Capital Holdings made up 0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #563 holding.
Rothschild Investment LLC first reported a position in Victory Capital Holdings in Q4 2019 and has held it in 15 quarters since.
Rothschild Investment LLC's Victory Capital Holdings position peaked at $682K in Q4 2019.
325 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.