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 69 institutions that hold shares in the stock, with a total of 4.11 Million shares, which have been reported (via 13F filing form) to have a value of $354 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
695,224
shares
|
$58.9 Million
0.0% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
392,592
shares
|
$33.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
302,796
shares
|
$25.6 Million
0.01% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
282,319
shares
|
$23.9 Million
0.02% of portfolio
|
Q1 2025
Added 87.95%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
274,337
shares
|
$23.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.89%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
260,454
shares
|
$22 Million
0.09% of portfolio
|
Q1 2025
Reduced 6.42%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
250,502
shares
|
$21.2 Million
0.03% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
168,866
shares
|
$14.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 16.1%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
134,222
shares
|
$11.4 Million
0.07% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
122,927
shares
|
$10.4 Million
1.01% of portfolio
|
Q1 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
120,440
shares
|
$10.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
111,747
shares
|
$9.46 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
83,172
shares
|
$7.04 Million
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
81,366
shares
|
$6.89 Million
1.47% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
63,651
shares
|
$5.39 Million
0.0% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
60,203
shares
|
$5.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 19.17%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
57,767
shares
|
$4.89 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.19%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
57,722
shares
|
$4.89 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.49%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
53,889
shares
|
$4.56 Million
0.01% of portfolio
|
Q1 2025
Added 5.1%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
51,993
shares
|
$4.4 Million
0.63% of portfolio
|
Q2 2023
Added 0.16%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
50,737
shares
|
$4.29 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
49,566
shares
|
$4.2 Million
0.2% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
45,063
shares
|
$3.81 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.83%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
39,744
shares
|
$3.36 Million
0.0% of portfolio
|
Q1 2025
Added 261.54%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
34,579
shares
|
$2.93 Million
0.13% of portfolio
|
Q1 2025
Added 1.43%
|