13F Insight
DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
CSB

VICTORY PORTFOLIOS II

63 institutions still hold VICTORY PORTFOLIOS II as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 92647N873·63 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 9.5%
vs prior quarter
13F value held
$73M
77.0% inst. owned
of float
Holders
63
+28 QoQ
filers reporting
Activity
+98 / −6
+877 added · −931 reduced
this quarter
Concentration
19.31%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

63 institutions reported CSB in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 19.3% of the visible book. +28 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$14M228K0.00%Q1 202602
UBS Group AG
CIK 0001610520
$7M120K0.00%Q1 202603
Nvest Financial, LLC
CIK 0001915315
$7M111K2.55%Q1 202604
LPL Financial LLC
CIK 0001403438
$6M93K0.00%Q1 202605
CWM, LLC
CIK 0001535847
$6M90K0.01%Q1 202606
Rockefeller Capital Management L.P.
CIK 0001739439
$5M84K0.01%Q1 202607
GOLDMAN SACHS GROUP INC
CIK 0000886982
$4M70K0.00%Q1 202608
Dynamic Advisor Solutions LLC
CIK 0001599747
$3M55K0.11%Q1 202609
IAG Wealth Partners, LLC
CIK 0001827261
$3M52K0.36%Q1 202610
Eagle Strategies LLC
CIK 0001907666
$3M47K0.35%Q1 202611
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M38K0.00%Q1 202612
Cetera Investment Advisers
CIK 0001666741
$2M35K0.00%Q1 202613
Allworth Financial LP
CIK 0001555170
$2M29K0.01%Q1 202614
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$2M28K0.00%Q1 202615
Investors Research Corp
CIK 0001730630
$2M26K0.31%Q1 202616
CoreCap Advisors, LLC
CIK 0001902501
$1M23K0.05%Q1 202617
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$902,86315K0.00%Q1 202618
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$852,18614K0.00%Q1 202619
Accel Wealth Management
CIK 0001838226
$765,56212K0.20%Q1 202620
FIFTH THIRD SECURITIES, INC.
CIK 0000073956
$727,75412K0.05%Q1 2026
Page 1 of 4
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