James T. Borello RIA
VCTR icon

James T. Borello RIA’s Victory Capital Holdings VCTR Stock Holding History

James T. Borello RIA’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
Q3 		$3.98K Hold
36
– – ﹤0.01% 836
2026
Q2 		$3.03K Sell
36
-8
-18% -$644 ﹤0.01% 882
2026
Q1 		$2.88K Sell
44
-11
-20% -$767 ﹤0.01% 868
2025
Q4 		$3.47K Sell
55
-16
-23% -$1.02K ﹤0.01% 669
2025
Q3 		$4.6K Buy
+71
New +$4.88K ﹤0.01% 477

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Moody National Bank Trust Division
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Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Pembroke Management
Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return
SWL
STACKSTONE WEALTH, LLC Dubuque, Iowa $1.01B AUM
Redhawk Wealth Advisors
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

James T. Borello RIA's VCTR Position: Q3 2026 in Review

James T. Borello RIA held its Victory Capital Holdings (VCTR) position steady in Q3 2026 at 36 shares worth $3.98K. The position accounts for ﹤0.01% of the portfolio, ranked #836.

James T. Borello RIA first reported a position in VCTR in Q3 2025 and has held it in 5 quarters since. The position peaked at $4.6K in Q3 2025. 53 funds tracked by Wall St. Rank hold VCTR as of Q3 2026.

  • James T. Borello RIA held 36 shares of Victory Capital Holdings worth $3.98K as of Q3 2026.
  • James T. Borello RIA left its Victory Capital Holdings share count unchanged in Q3 2026.
  • Victory Capital Holdings made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #836 holding.
  • James T. Borello RIA first reported a position in Victory Capital Holdings in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Victory Capital Holdings position peaked at $4.6K in Q3 2025.
  • 53 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.