Institutional Ownership Victory Portfolios Ii Victorys (USVM)
This table provides information about the institutional ownership of Victory Portfolios Ii Victorys (USVM). We have compiled data on the 40 institutions that hold shares in the stock, with a total of 9.62 Million shares, which have been reported (via 13F filing form) to have a value of $780 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,534
shares
|
$205,330
0.0% of portfolio
|
Q1 2025
Added 64.55%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
2,199
shares
|
$178,184
0.18% of portfolio
|
Q1 2025
Added 40.06%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,690
shares
|
$136,940
0.0% of portfolio
|
Q4 2024
Reduced 59.29%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
1,491
shares
|
$120,815
0.0% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,462
shares
|
$118,465
0.0% of portfolio
|
Q1 2025
Added 1266.36%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
805
shares
|
$65,229
0.0% of portfolio
|
Q1 2025
Added 5.92%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
670
shares
|
$54,290
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
340
shares
|
$27,550
0.0% of portfolio
|
Q4 2024
Reduced 84.16%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
113
shares
|
$9,156
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
May 16, 2025 Q1 2025 |
65
shares
|
$5,266
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
59
shares
|
$4,780
0.0% of portfolio
|
Q2 2022
Added 1.72%
|
|
|
Family Capital Trust CO
|
Apr 25, 2025 Q1 2025 |
12
shares
|
$972
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
4
shares
|
$324
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1
shares
|
$81
0.0% of portfolio
|
Q1 2025
Reduced 98.51%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|