Institutional Ownership Victory Portfolios Ii Victorys (USTB)
This table provides information about the institutional ownership of Victory Portfolios Ii Victorys (USTB). We have compiled data on the 121 institutions that hold shares in the stock, with a total of 17.6 Million shares, which have been reported (via 13F filing form) to have a value of $894 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Axis Wealth Partners, LLC
East Providence, RI |
Apr 28, 2025 Q1 2025 |
4,895
shares
|
$248,519
0.18% of portfolio
|
Q1 2025
Added 19.83%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
May 12, 2025 Q1 2025 |
4,473
shares
|
$227,094
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
4,266
shares
|
$216,584
0.0% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
3,080
shares
|
$156,371
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,520
shares
|
$77,170
0.0% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,374
shares
|
$69,757
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
1,336
shares
|
$67,828
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,252
shares
|
$63,564
0.0% of portfolio
|
Q1 2021
Added 2.64%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
1,159
shares
|
$58,842
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
1,128
shares
|
$57,268
0.0% of portfolio
|
Q1 2025
Added 3.39%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
800
shares
|
$40,616
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
284
shares
|
$14,418
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Apr 16, 2025 Q1 2025 |
280
shares
|
$14,215
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
166
shares
|
$8,427
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
113
shares
|
$5,737
0.0% of portfolio
|
Q1 2025
Reduced 71.54%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
65
shares
|
$3,300
0.0% of portfolio
|
Q1 2025
Reduced 67.5%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
55
shares
|
$2,792
0.0% of portfolio
|
Q3 2024
Reduced 46.6%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
10
shares
|
$507
0.0% of portfolio
|
Q4 2023
Added 100.0%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
5
shares
|
$253
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1
shares
|
$50
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|