Victory Portfolios II - CFO

Sector: Funds · Industry: Investment Company

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Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$229.9M

QoQ value delta ($000)

+$13.02M (+6.01%)

Implied price effect (QoQ)

+0.07%

Total shares

3,113,084

QoQ shares delta

+174,213 (+5.93%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Early Q1 2026 data: only 1 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
Cetera Investment Advisers	31,738	429,810	0.03%
RAYMOND JAMES FINANCIAL INC	28,985	392,530	0.01%
LPL Financial LLC	23,975	324,685	0.01%
MORGAN STANLEY	19,143	259,245	0.0%
ROYAL BANK OF CANADA	18,191	246,356	0.0%
STIFEL FINANCIAL CORP	12,502	169,304	0.01%
COMMONWEALTH EQUITY SERVICES, LLC	12,489	169,134	0.02%
BANK OF AMERICA CORP /DE/	10,551	142,884	0.0%
Integrated Wealth Concepts LLC	7,573	102,567	0.09%
WELLS FARGO & COMPANY/MN	7,146	96,776	0.0%
Keystone Financial Group	5,425	73,478	0.4%
Creative Planning	4,956	67,119	0.0%
NewEdge Advisors, LLC	4,816	65,220	0.02%
Clearstead Advisors, LLC	4,549	61,614	0.06%
MATHER GROUP, LLC.	4,314	58,427	0.04%
Intrua Financial, LLC	4,283	58,008	0.45%
UBS Group AG	2,470	33,449	0.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	2,136	28,936	0.0%
GOLDMAN SACHS GROUP INC	2,056	27,844	0.0%
AMERIPRISE FINANCIAL INC	1,760	23,839	0.0%
Patriot Financial Group Insurance Agency, LLC	1,730	23,437	0.21%
Family Capital Management, Inc.	1,387	18,794	0.62%
Cambridge Investment Research Advisors, Inc.	1,362	18,438	0.0%
BridgePort Financial Solutions, LLC	1,297	17,577	0.35%
TRUIST FINANCIAL CORP	1,230	16,661	0.0%