SSA
VCTR icon

Sierra Summit Advisors’s Victory Capital Holdings VCTR Stock Holding History

Sierra Summit 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
-10,949
Closed -$634K – 217
2025
Q1 		$634K Buy
+10,949
New +$694K 0.14% 113

Other funds holding VCTR

CPI
Crestview Partners II New York $341M AUM 17.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Franklin Resources
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
BG
Bahl & Gaynor Cincinnati, Ohio $19.8B AUM 19.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sierra Summit Advisors's VCTR Position: Q2 2025 in Review

Sierra Summit Advisors sold out of Victory Capital Holdings (VCTR) in Q2 2025, closing a stake of 10,949 shares — an estimated $634K sold.

Sierra Summit Advisors first reported a position in VCTR in Q1 2025 and held it in 1 quarter. The position peaked at $634K in Q1 2025. 306 funds tracked by Wall St. Rank hold VCTR as of Q2 2025.

  • Sierra Summit Advisors reported no remaining Victory Capital Holdings position as of Q2 2025 after selling out during the quarter.
  • Sierra Summit Advisors sold 10,949 Victory Capital Holdings shares in Q2 2025, an estimated $634K.
  • Sierra Summit Advisors first reported a position in Victory Capital Holdings in Q1 2025 and held it in 1 quarter.
  • Sierra Summit Advisors's Victory Capital Holdings position peaked at $634K in Q1 2025.
  • 306 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q2 2025.

Based on Sierra Summit Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.