DOSSIER · 13F Holders · Q2 2026
CFA

VICTORY PORTFOLIOS II

88 institutions still hold VICTORY PORTFOLIOS II as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 92647N766·88 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$306M
visible holders
Holders
88
filers reporting
Concentration
19.85%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

88 institutions reported CFA in Q2 2026. MORGAN STANLEY leads at 19.9% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$61M614K0.00%Q2 2026
02
BANK OF AMERICA CORP /DE/
CIK 0000070858
$34M346K0.00%Q2 2026
03
COMERICA BANK
CIK 0000901541
$23M252K0.09%Q4 2025
04
FIFTH THIRD BANCORP
CIK 0000035527
$23M228K0.04%Q2 2026
05
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$20M206K0.01%Q2 2026
06
WELLS FARGO & COMPANY/MN
CIK 0000072971
$20M200K0.00%Q2 2026
07
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$19M196K0.01%Q2 2026
08
UBS Group AG
CIK 0001610520
$19M193K0.00%Q2 2026
09
Rockefeller Capital Management L.P.
CIK 0001739439
$12M122K0.02%Q2 2026
10
LPL Financial LLC
CIK 0001403438
$12M119K0.00%Q2 2026
11
SILVER OAK SECURITIES, INCORPORATED
CIK 0001080576
$11M112K0.67%Q2 2026
12
Summit Financial, LLC
CIK 0001765536
$8M84K0.09%Q2 2026
13
GOLDMAN SACHS GROUP INC
CIK 0000886982
$8M79K0.00%Q2 2026
14
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$6M60K0.00%Q2 2026
15
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$5M54K0.01%Q2 2026
16
ROYAL BANK OF CANADA
CIK 0001000275
$5M52K0.00%Q2 2026
17
NewEdge Advisors, LLC
CIK 0001633516
$5M51K0.01%Q2 2026
18
Vise Technologies, Inc.
CIK 0001812090
$5M50K0.06%Q2 2026
19
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
CIK 0001109767
$5M48K0.23%Q2 2026
20
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$5M47K0.00%Q2 2026
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