SSG
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Summit Securities Group’s Victory Capital Holdings VCTR Stock Holding History

Summit Securities 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
2026
Q1 		– Sell
-106
Closed -$6.69K – 1398
2025
Q4 		$6.69K Buy
+106
New +$6.75K ﹤0.01% 916

Other funds holding VCTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CPI
Crestview Partners II New York $235M AUM 38.67% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
BG
Bahl & Gaynor Cincinnati, Ohio $21.7B AUM 30.58% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Summit Securities Group's VCTR Position: Q1 2026 in Review

Summit Securities Group sold out of Victory Capital Holdings (VCTR) in Q1 2026, closing a stake of 106 shares — an estimated $6.69K sold.

Summit Securities Group first reported a position in VCTR in Q4 2025 and held it in 1 quarter. The position peaked at $6.69K in Q4 2025. 327 funds tracked by Wall St. Rank hold VCTR as of Q1 2026.

  • Summit Securities Group reported no remaining Victory Capital Holdings position as of Q1 2026 after selling out during the quarter.
  • Summit Securities Group sold 106 Victory Capital Holdings shares in Q1 2026, an estimated $6.69K.
  • Summit Securities Group first reported a position in Victory Capital Holdings in Q4 2025 and held it in 1 quarter.
  • Summit Securities Group's Victory Capital Holdings position peaked at $6.69K in Q4 2025.
  • 327 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.