SVB Wealth’s Victory Capital Holdings VCTR Stock Holding History

SVB Wealth’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 Q2	–	Sell	-56	Closed	-$3.26K	–	1579
2025 Q1	$3.26K	Buy	+56	New	+$3.55K	﹤0.01%	1120

Other funds holding VCTR

CPI

Crestview Partners II New York $341M AUM 17.29% 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

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VBA

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

Bahl & Gaynor Cincinnati, Ohio $19.8B AUM 19.53% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SVB Wealth's VCTR Position: Q2 2025 in Review

SVB Wealth sold out of Victory Capital Holdings (VCTR) in Q2 2025, closing a stake of 56 shares — an estimated $3.26K sold.

SVB Wealth first reported a position in VCTR in Q1 2025 and held it in 1 quarter. The position peaked at $3.26K in Q1 2025. 306 funds tracked by Wall St. Rank hold VCTR as of Q2 2025.

SVB Wealth reported no remaining Victory Capital Holdings position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 56 Victory Capital Holdings shares in Q2 2025, an estimated $3.26K.
SVB Wealth first reported a position in Victory Capital Holdings in Q1 2025 and held it in 1 quarter.
SVB Wealth's Victory Capital Holdings position peaked at $3.26K in Q1 2025.
306 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.