UFF
VCTR icon

USA Financial Formulas’s Victory Capital Holdings VCTR Stock Holding History

USA Financial Formulas’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
Q1 		– Sell
-904
Closed -$59.2K – 371
2024
Q4 		$59.2K Sell
904
-200
-18% -$12.7K 0.01% 227
2024
Q3 		$61.2K Buy
1,104
+676
+158% +$34.9K 0.01% 207
2024
Q2 		$20.4K Buy
+428
New +$21K ﹤0.01% 271

Other funds holding VCTR

CPI
Crestview Partners II New York $341M AUM 17.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BG
Bahl & Gaynor Cincinnati, Ohio $19.8B AUM 19.53% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

USA Financial Formulas's VCTR Position: Q1 2025 in Review

USA Financial Formulas sold out of Victory Capital Holdings (VCTR) in Q1 2025, closing a stake of 904 shares — an estimated $59.2K sold.

USA Financial Formulas first reported a position in VCTR in Q2 2024 and held it in 3 quarters. The position peaked at $61.2K in Q3 2024. 285 funds tracked by Wall St. Rank hold VCTR as of Q1 2025.

  • USA Financial Formulas reported no remaining Victory Capital Holdings position as of Q1 2025 after selling out during the quarter.
  • USA Financial Formulas sold 904 Victory Capital Holdings shares in Q1 2025, an estimated $59.2K.
  • USA Financial Formulas first reported a position in Victory Capital Holdings in Q2 2024 and held it in 3 quarters.
  • USA Financial Formulas's Victory Capital Holdings position peaked at $61.2K in Q3 2024.
  • 285 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q1 2025.

Based on USA Financial Formulas's 13F filing for Q1 2025, filed 15 Apr 2025.