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 72 institutions that hold shares in the stock, with a total of 4.01 Million shares, which have been reported (via 13F filing form) to have a value of $355 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
661,840
shares
|
$58.6 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.8%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
380,214
shares
|
$33.6 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
300,080
shares
|
$26.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
288,239
shares
|
$25.5 Million
0.02% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
270,283
shares
|
$23.9 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
255,932
shares
|
$22.6 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
250,502
shares
|
$22.2 Million
0.03% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
168,385
shares
|
$14.9 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
133,771
shares
|
$11.8 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
121,488
shares
|
$10.7 Million
0.94% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
119,159
shares
|
$10.5 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
111,614
shares
|
$9.87 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
86,218
shares
|
$7.63 Million
0.17% of portfolio
|
Q2 2025
Added 3.66%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
81,366
shares
|
$7.2 Million
1.47% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
66,718
shares
|
$5.9 Million
0.0% of portfolio
|
Q2 2025
Added 15.5%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
66,342
shares
|
$5.87 Million
0.0% of portfolio
|
Q2 2025
Added 4.23%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
57,022
shares
|
$5.04 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
50,192
shares
|
$4.44 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
49,279
shares
|
$4.36 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
49,247
shares
|
$4.36 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.61%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
45,541
shares
|
$4.03 Million
0.0% of portfolio
|
Q2 2025
Reduced 24.35%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
45,063
shares
|
$3.99 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.83%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
35,895
shares
|
$3.18 Million
0.0% of portfolio
|
Q2 2025
Added 29.96%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
34,426
shares
|
$3.05 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
28,566
shares
|
$2.53 Million
0.01% of portfolio
|
Q2 2025
Added 0.04%
|