Steward Financial Group’s Victory Capital Holdings VCTR Stock Holding History

Steward Financial Group’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
2023 Q3	$1K	Buy	+42	New	+$1.4K	﹤0.01%	1275
2023 Q2	–	Sell	-21	Closed	–	–	985
2023 Q1	$0	Buy	21 +10	+91%	+$304	﹤0.01%	920
2022 Q4	$0	Buy	+11	New	+$309	﹤0.01%	818
2022 Q3	–	Sell	-10	Closed	–	–	1264
2022 Q2	$0	Buy	+10	New	+$269	﹤0.01%	1392

Other funds holding VCTR

CPI

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

RCP

Reverence Capital Partners New York $474M AUM 13.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

VBA

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Steward Financial Group's VCTR Position: Q3 2023 in Review

Steward Financial Group opened a new position in Victory Capital Holdings (VCTR) in Q3 2023: 42 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1275 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in VCTR as recently as Q1 2023.

Steward Financial Group first reported a position in VCTR in Q2 2022 and has held it in 4 quarters since. 185 funds tracked by Wall St. Rank hold VCTR as of Q3 2023.

Steward Financial Group held 42 shares of Victory Capital Holdings worth $1K as of Q3 2023.
Victory Capital Holdings was a new Steward Financial Group position in Q3 2023.
Victory Capital Holdings made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1275 holding.
Steward Financial Group first reported a position in Victory Capital Holdings in Q2 2022 and has held it in 4 quarters since.
185 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.