Swedbank

Swedbank’s Victory Capital Holdings VCTR Stock Holding History

Swedbank’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	$21M	Sell	250,000 -160,000	-39%	-$12.9M	0.02%	390
2026 Q1	$26.8M	Sell	410,000 -90,000	-18%	-$6.27M	0.03%	321
2025 Q4	$31.5M	Sell	500,000 -100,000	-17%	-$6.37M	0.03%	309
2025 Q3	$38.9M	Hold	600,000	–	–	0.04%	261
2025 Q2	$38.2M	Buy	600,000 +25,000	+4%	+$1.5M	0.04%	253
2025 Q1	$33.3M	Sell	575,000 -125,000	-18%	-$7.92M	0.04%	262
2024 Q4	$45.8M	Sell	700,000 -50,000	-7%	-$3.17M	0.06%	214
2024 Q3	$41.5M	Hold	750,000	–	–	0.05%	226
2024 Q2	$35.8M	Buy	750,000 +50,000	+7%	+$2.45M	0.05%	226
2024 Q1	$29.7M	Buy	700,000 +50,000	+8%	+$1.84M	0.26%	124
2023 Q4	$22.4M	Buy	650,000 +150,000	+30%	+$4.8M	0.04%	280
2023 Q3	$16.7M	Buy	+500,000	New	+$16.7M	0.03%	335

Other funds holding VCTR

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.17B AUM 36.12% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return