SIM
VCTR icon

Synergy Investment Management’s Victory Capital Holdings VCTR Stock Holding History

Synergy Investment Management’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 		$7.65K Hold
91
– – ﹤0.01% 674
2026
Q1 		$5.96K Buy
+91
New +$6.34K ﹤0.01% 558
2025
Q2 		– Sell
-91
Closed -$5.27K – 544
2025
Q1 		$5.27K Hold
91
– – ﹤0.01% 447
2024
Q4 		$5.96K Buy
+91
New +$5.76K ﹤0.01% 436

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 $413B AUM 44.57% 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 $3.37T AUM 44.26% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Synergy Investment Management's VCTR Position: Q2 2026 in Review

Synergy Investment Management held its Victory Capital Holdings (VCTR) position steady in Q2 2026 at 91 shares worth $7.65K. The position accounts for ﹤0.01% of the portfolio, ranked #674.

Synergy Investment Management first reported a position in VCTR in Q4 2024 and has held it in 4 quarters since. 355 funds tracked by Wall St. Rank hold VCTR as of Q2 2026.

  • Synergy Investment Management held 91 shares of Victory Capital Holdings worth $7.65K as of Q2 2026.
  • Synergy Investment Management left its Victory Capital Holdings share count unchanged in Q2 2026.
  • Victory Capital Holdings made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #674 holding.
  • Synergy Investment Management first reported a position in Victory Capital Holdings in Q4 2024 and has held it in 4 quarters since.
  • 355 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.