Victory Financial Group
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Victory Financial Group’s Microsoft MSFT Stock Holding History

Victory Financial Group’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$13.2M Buy
25,776
+6,958
+37% +$3.22M 1.22% 17
2026
Q2 		$7.02M Buy
18,818
+491
+3% +$199K 0.74% 20
2026
Q1 		$6.78M Sell
18,327
-1,112
-6% -$465K 0.83% 19
2025
Q4 		$9.4M Buy
19,439
+4,838
+33% +$2.42M 1.18% 18
2025
Q3 		$7.56M Buy
14,601
+1,455
+11% +$742K 1.04% 19
2025
Q2 		$6.54M Buy
13,146
+2,218
+20% +$963K 1.04% 19
2025
Q1 		$4.11M Buy
10,928
+2,090
+24% +$852K 0.79% 24
2024
Q4 		$3.73M Buy
+8,838
New +$3.76M 0.98% 20
2024
Q2 		$2.12M Sell
4,754
-299
-6% -$126K 0.99% 19
2024
Q1 		$2.13M Sell
5,053
-204
-4% -$82.6K 1.26% 17
2023
Q4 		$1.98M Buy
+5,257
New +$1.87M 1.34% 19

Other funds holding MSFT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Victory Financial Group's MSFT Position: Q3 2026 in Review

Victory Financial Group increased its Microsoft (MSFT) stake by 37% in Q3 2026, buying an estimated $3.22M and bringing the position to 25,776 shares worth $13.2M. The position accounts for 1.22% of the portfolio, ranked #17.

Victory Financial Group first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. 3,489 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Victory Financial Group held 25,776 shares of Microsoft worth $13.2M as of Q3 2026.
  • Victory Financial Group bought 6,958 Microsoft shares in Q3 2026, an estimated $3.22M.
  • Microsoft made up 1.22% of Victory Financial Group's portfolio in Q3 2026, its #17 holding.
  • Victory Financial Group first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • 3,489 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Victory Financial Group's 13F filing for Q3 2026, filed 27 Oct 2026.