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 116 institutions that hold shares in the stock, with a total of 16.1 Million shares, which have been reported (via 13F filing form) to have a value of $810 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
1,336
shares
|
$67,334
0.0% of portfolio
|
Q4 2023
New holding
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,252
shares
|
$63,100
0.0% of portfolio
|
Q1 2021
Added 2.64%
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
1,159
shares
|
$58,413
0.01% of portfolio
|
Q4 2023
New holding
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
1,091
shares
|
$54,986
0.0% of portfolio
|
Q3 2024
Added 668.31%
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
800
shares
|
$40,320
0.02% of portfolio
|
Q4 2024
New holding
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
397
shares
|
$20,008
0.0% of portfolio
|
Q4 2024
Reduced 11.19%
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
284
shares
|
$14,313
0.0% of portfolio
|
Q1 2025
New holding
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Apr 16, 2025 Q1 2025 |
280
shares
|
$14,112
0.01% of portfolio
|
Q4 2024
New holding
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
227
shares
|
$11,440
0.0% of portfolio
|
Q4 2024
New holding
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
166
shares
|
$8,366
0.0% of portfolio
|
Q2 2023
New holding
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
99
shares
|
$4,989
0.0% of portfolio
|
Q4 2024
New holding
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
55
shares
|
$2,772
0.0% of portfolio
|
Q3 2024
Reduced 46.6%
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
10
shares
|
$504
0.0% of portfolio
|
Q4 2023
Added 100.0%
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
5
shares
|
$252
0.0% of portfolio
|
Q2 2024
New holding
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
4
shares
|
$201
0.0% of portfolio
|
Q4 2024
New holding
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|