SWM
VCTR icon

Sendero Wealth Management’s Victory Capital Holdings VCTR Stock Holding History

Sendero Wealth Management’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 		$1.47M Sell
17,466
-3,587
-17% -$289K 0.15% 99
2026
Q1 		$1.38M Sell
21,053
-2,161
-9% -$151K 0.15% 84
2025
Q4 		$1.46M Buy
+23,214
New +$1.48M 0.16% 82

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 $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

Sendero Wealth Management's VCTR Position: Q2 2026 in Review

Sendero Wealth Management reduced its Victory Capital Holdings (VCTR) stake by 17% in Q2 2026, selling an estimated $289K and leaving 17,466 shares worth $1.47M. The position accounts for 0.15% of the portfolio, ranked #99.

Sendero Wealth Management first reported a position in VCTR in Q4 2025 and has held it in 3 quarters since. 357 funds tracked by Wall St. Rank hold VCTR as of Q2 2026.

  • Sendero Wealth Management held 17,466 shares of Victory Capital Holdings worth $1.47M as of Q2 2026.
  • Sendero Wealth Management sold 3,587 Victory Capital Holdings shares in Q2 2026, an estimated $289K.
  • Victory Capital Holdings made up 0.15% of Sendero Wealth Management's portfolio in Q2 2026, its #99 holding.
  • Sendero Wealth Management first reported a position in Victory Capital Holdings in Q4 2025 and has held it in 3 quarters since.
  • 357 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.