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SMH Capital Advisors’s Victory Capital Holdings VCTR Stock Holding History

SMH Capital 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
Q3 		– Sell
-4,091
Closed -$260K – 55
2025
Q2 		$260K Sell
4,091
-539
-12% -$32.4K 0.59% 28
2025
Q1 		$268K Sell
4,630
-380
-8% -$24.1K 0.62% 23
2024
Q4 		$328K Sell
5,010
-484
-9% -$30.6K 0.79% 23
2024
Q3 		$304K Sell
5,494
-495
-8% -$25.6K 0.94% 23
2024
Q2 		$286K Sell
5,989
-218
-4% -$10.7K 0.87% 27
2024
Q1 		$263K Sell
6,207
-141
-2% -$5.2K 0.71% 29
2023
Q4 		$219K Sell
6,348
-151
-2% -$4.83K 0.47% 30
2023
Q3 		$217K Sell
6,499
-1,798
-22% -$60K 0.51% 30
2023
Q2 		$262K Sell
8,297
-289
-3% -$8.93K 0.57% 31
2023
Q1 		$262K Sell
8,586
-1,502
-15% -$45.7K 1.56% 27
2022
Q4 		$271K Buy
10,088
+423
+4% +$11.9K 0.39% 41
2022
Q3 		$225K Sell
9,665
-292
-3% -$7.75K 0.34% 44
2022
Q2 		$240K Buy
9,957
+2,482
+33% +$66.8K 0.32% 44
2022
Q1 		$216K Buy
7,475
+332
+5% +$10.8K 0.35% 43
2021
Q4 		$261K Buy
7,143
+115
+2% +$4.18K 0.52% 36
2021
Q3 		$246K Sell
7,028
-22
-0.3% -$733 0.45% 40
2021
Q2 		$228K Buy
+7,050
New +$206K 0.46% 44

Other funds holding VCTR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CPI
Crestview Partners II New York $341M AUM 17.29% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BG
Bahl & Gaynor Cincinnati, Ohio $19.8B AUM 19.53% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SMH Capital Advisors's VCTR Position: Q3 2025 in Review

SMH Capital Advisors sold out of Victory Capital Holdings (VCTR) in Q3 2025, closing a stake of 4,091 shares — an estimated $260K sold.

SMH Capital Advisors first reported a position in VCTR in Q2 2021 and held it in 17 quarters. The position peaked at $328K in Q4 2024. 324 funds tracked by Wall St. Rank hold VCTR as of Q3 2025.

  • SMH Capital Advisors reported no remaining Victory Capital Holdings position as of Q3 2025 after selling out during the quarter.
  • SMH Capital Advisors sold 4,091 Victory Capital Holdings shares in Q3 2025, an estimated $260K.
  • SMH Capital Advisors first reported a position in Victory Capital Holdings in Q2 2021 and held it in 17 quarters.
  • SMH Capital Advisors's Victory Capital Holdings position peaked at $328K in Q4 2024.
  • 324 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q3 2025.

Based on SMH Capital Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.