Institutional Ownership Victory Portf Ii Shs Us Small (CSB)
This table provides information about the institutional ownership of Victory Portf Ii Shs Us Small (CSB). We have compiled data on the 65 institutions that hold shares in the stock, with a total of 1.37 Million shares, which have been reported (via 13F filing form) to have a value of $79.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
905
shares
|
$52,272
0.0% of portfolio
|
Q3 2025
Reduced 24.01%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
814
shares
|
$47,016
0.0% of portfolio
|
Q3 2025
Reduced 9.45%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
727
shares
|
$41,991
0.02% of portfolio
|
Q3 2025
Reduced 50.1%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
690
shares
|
$39,854
0.0% of portfolio
|
Q3 2025
Added 68900.0%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
570
shares
|
$32,923
0.0% of portfolio
|
Q2 2024
Added 229.48%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
465
shares
|
$26,858
0.0% of portfolio
|
Q1 2023
Reduced 22.11%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
445
shares
|
$25,703
0.0% of portfolio
|
Q2 2023
Reduced 43.31%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
381
shares
|
$22,006
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
350
shares
|
$20,216
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
268
shares
|
$15,479
0.0% of portfolio
|
Q2 2025
Reduced 57.19%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
200
shares
|
$11,552
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
189
shares
|
$10,916
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
157
shares
|
$9,068
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
148
shares
|
$8,548
0.0% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|