Annex Advisory Services, LLC

Position in VCTR — Victory Capital Holdings, Inc.

CIK 1542287 BROOKFIELD, WI

Position in VCTR

as of Mar 31, 2026 · filed Apr 16, 2026 Compact

Position Value

$38,753,814

+$2,496,055 QoQ

Shares Held

591,842

+3.0% QoQ

Ownership

0.946%

of shares outstanding

% of Portfolio

1.70%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2024

9 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

Annex Advisory Services, LLC holds $41,259,432 across 12 Asset Management names. VCTR ranks #1 (93.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VCTR	Victory Capital Holdings, Inc. This page	591,842	$38,753,814
2	BX	Blackstone Inc.	4,342	$499,286
3	RQI	Cohen & Steers Quality Income Realty Fund Inc	30,335	$365,536
4	FDUS	FIDUS INVESTMENT Corp	12,495	$217,662
5	ETW	Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund	24,004	$210,755
6	HTGC	Hercules Capital, Inc.	14,019	$207,060
7	FSCO	FS Credit Opportunities Corp.	38,724	$197,492
8	BLW	BLACKROCK Ltd DURATION INCOME TRUST	15,407	$193,974

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$38,753,814	591,842	+3.0%	Shares	Sole	2026-04-16
2025-12-31	$36,257,759	574,699	+5.6%	Shares	Sole	2026-01-26
2025-09-30	$35,234,491	544,078	+4.6%	Shares	Sole	2025-10-17
2025-06-30	$33,110,182	520,028	+31.6%	Shares	Sole	2025-07-11
2025-03-31	$22,873,233	395,252	+127.7%	Shares	Sole	2025-04-11
2024-12-31	$11,361,368	173,562	+599.7%	Shares	Sole	2025-01-16
2024-09-30	$1,374,252	24,806	+32.9%	Shares	Sole	2024-10-10
2024-06-30	$890,975	18,667	+42.6%	Shares	Sole	2024-07-12
2024-03-31	$555,493	13,092	—	Shares	Sole	2024-04-12
No filing history on record for this holder in this stock.