13F Insight
DOSSIER · 13F Holders · Q2 2026
UBND

VICTORY PORTFOLIOS II

57 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 92647X863·57 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$1.8B
visible holders
Holders
57
filers reporting
Concentration
27.02%
VICTORY CAPITAL MANAGEMENT INC #1
top holder share
AI Holders Summary · Q2 2026

57 institutions reported UBND in Q2 2026. VICTORY CAPITAL MANAGEMENT INC leads at 27.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
VICTORY CAPITAL MANAGEMENT INC
CIK 0001040188
$499M23.0M0.28%Q2 202602
Annex Advisory Services, LLC
CIK 0001542287
$411M18.9M7.01%Q2 202603
CAHABA WEALTH MANAGEMENT, INC.
CIK 0001716399
$186M8.6M11.22%Q2 202604
Retirement Planning Group, LLC
CIK 0001508195
$177M8.2M4.51%Q2 202605
Merit Financial Group, LLC
CIK 0001621225
$144M6.6M0.88%Q2 202606
1900 WEALTH MANAGEMENT LLC
CIK 0001791996
$89M4.1M4.96%Q2 202607
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$58M2.7M0.03%Q2 202608
OSAIC HOLDINGS, INC.
CIK 0001677044
$45M2.1M0.05%Q2 202609
TRUIST FINANCIAL CORP
CIK 0000092230
$40M1.8M0.05%Q2 202610
Goldstein Advisors, LLC
CIK 0001963807
$40M1.8M3.62%Q2 202611
Madison Wealth Partners, Inc
CIK 0001844424
$37M1.7M4.72%Q2 202612
Corient Private Wealth LLC
CIK 0001948780
$33M1.5M0.04%Q2 202613
CORRECT CAPITAL WEALTH MANAGEMENT
CIK 0001844835
$26M1.2M4.40%Q2 202614
Arax Advisory Partners
CIK 0001586767
$12M540K0.08%Q2 202615
U.S. Capital Wealth Advisors, LLC
CIK 0001808915
$10M468K0.26%Q1 202616
GOLDMAN SACHS GROUP INC
CIK 0000886982
$9M428K0.00%Q2 202617
WELLS FARGO & COMPANY/MN
CIK 0000072971
$9M411K0.00%Q2 202618
ACTION POINT FINANCIAL PLANNING, LLC
CIK 0002116119
$8M376K0.83%Q2 202619
Elk River Wealth Management, LLC
CIK 0001844107
$7M329K1.14%Q2 202620
Impact Investors, Inc
CIK 0001824539
$7M304K4.83%Q2 2026
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