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Strategic Wealth Partners’s Victory Capital Holdings VCTR Stock Holding History

Strategic Wealth Partners’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 		$14.3K Hold
219
– – ﹤0.01% 797
2025
Q4 		$13.8K Hold
219
– – ﹤0.01% 797
2025
Q3 		$14.2K Buy
219
+150
+217% +$10.3K ﹤0.01% 817
2025
Q2 		$4.39K Buy
+69
New +$4.15K ﹤0.01% 915

Other funds holding VCTR

BlackRock
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
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
BG
Bahl & Gaynor Cincinnati, Ohio $19.8B AUM 19.53% 1-Year Est. Return
Capital World Investors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
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

Strategic Wealth Partners's VCTR Position: Q1 2026 in Review

Strategic Wealth Partners held its Victory Capital Holdings (VCTR) position steady in Q1 2026 at 219 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #797.

Strategic Wealth Partners first reported a position in VCTR in Q2 2025 and has held it in 4 quarters since. 325 funds tracked by Wall St. Rank hold VCTR as of Q1 2026.

  • Strategic Wealth Partners held 219 shares of Victory Capital Holdings worth $14.3K as of Q1 2026.
  • Strategic Wealth Partners left its Victory Capital Holdings share count unchanged in Q1 2026.
  • Victory Capital Holdings made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #797 holding.
  • Strategic Wealth Partners first reported a position in Victory Capital Holdings in Q2 2025 and has held it in 4 quarters since.
  • 325 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.