SWP
VCTR icon

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
Q2 		$12.6K Sell
150
-69
-32% -$5.55K ﹤0.01% 869
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 $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 $3.38T AUM 44.17% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Strategic Wealth Partners's VCTR Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Victory Capital Holdings (VCTR) stake by 32% in Q2 2026, selling an estimated $5.55K and leaving 150 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #869.

Strategic Wealth Partners first reported a position in VCTR in Q2 2025 and has held it in 5 quarters since. The position peaked at $14.3K in Q1 2026. 356 funds tracked by Wall St. Rank hold VCTR as of Q2 2026.

  • Strategic Wealth Partners held 150 shares of Victory Capital Holdings worth $12.6K as of Q2 2026.
  • Strategic Wealth Partners sold 69 Victory Capital Holdings shares in Q2 2026, an estimated $5.55K.
  • Victory Capital Holdings made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #869 holding.
  • Strategic Wealth Partners first reported a position in Victory Capital Holdings in Q2 2025 and has held it in 5 quarters since.
  • Strategic Wealth Partners's Victory Capital Holdings position peaked at $14.3K in Q1 2026.
  • 356 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.