Position in VCTR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$901,459
New position
Shares Held
10,724
first reported quarter
Ownership
0.017%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#162
of 351 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 30%
Shared 70%
None 0%
Position in Asset Management
Financial Services · as of Jun 30, 2026WBI INVESTMENTS, LLC holds $5,829,041 across 6 Asset Management names. VCTR ranks #3 (15.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TROW |
Price T Rowe Group Inc
|
17,061 | $1,939,664 | |
| 2 | BEN |
Franklin Resources Inc
|
54,383 | $1,809,322 | |
| 3 | VCTR |
Victory Capital Holdings, Inc.
This page
|
10,724 | $901,459 | |
| 4 | BPRE |
Bluerock Private Real Estate Fund
|
52,405 | $681,789 | |
| 5 | PFG |
Principal Financial Group Inc
|
2,386 | $257,162 | |
| 6 | VRTS |
Virtus Investment Partners, Inc.
|
1,670 | $239,645 |
All Filings in VCTR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $901,459 | 10,724 | Shares | Defined | 2026-08-11 | |
| No filing history on record for this holder in this stock. | ||||||