Institutional Ownership Victory Portfolios Ii Shs Us 5 (CFA)
This table provides information about the institutional ownership of Victory Portfolios Ii Shs Us 5 (CFA). We have compiled data on the 75 institutions that hold shares in the stock, with a total of 3.87 Million shares, which have been reported (via 13F filing form) to have a value of $347 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
646,173
shares
|
$57.9 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.37%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
364,657
shares
|
$32.7 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.09%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
261,683
shares
|
$23.4 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.18%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
252,971
shares
|
$22.7 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
250,502
shares
|
$22.4 Million
0.03% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
232,248
shares
|
$20.8 Million
0.01% of portfolio
|
Q3 2025
Reduced 19.43%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
223,204
shares
|
$20 Million
0.01% of portfolio
|
Q3 2025
Reduced 25.62%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
170,979
shares
|
$15.3 Million
0.0% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
133,414
shares
|
$12 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
116,158
shares
|
$10.4 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.52%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
113,730
shares
|
$10.2 Million
0.85% of portfolio
|
Q3 2025
Reduced 6.39%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
109,953
shares
|
$9.85 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
103,199
shares
|
$9.25 Million
0.0% of portfolio
|
Q3 2025
Added 54.68%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
81,366
shares
|
$7.29 Million
1.47% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
78,824
shares
|
$7.06 Million
0.12% of portfolio
|
Q3 2025
Reduced 8.58%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
63,080
shares
|
$5.65 Million
0.0% of portfolio
|
Q2 2025
Added 4.23%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
51,369
shares
|
$4.6 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
50,447
shares
|
$4.52 Million
0.01% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
48,253
shares
|
$4.32 Million
0.16% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
47,000
shares
|
$4.21 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
45,063
shares
|
$4.04 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.83%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
42,318
shares
|
$3.79 Million
0.0% of portfolio
|
Q3 2025
Added 17.89%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
40,076
shares
|
$3.59 Million
0.0% of portfolio
|
Q3 2025
Reduced 12.0%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
33,434
shares
|
$3 Million
0.11% of portfolio
|
Q3 2025
Reduced 2.88%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
28,567
shares
|
$2.56 Million
0.01% of portfolio
|
Q3 2025
Added 0.0%
|
|