Annex Advisory Services, LLC
Position in VCTR — Victory Capital Holdings, Inc.
CIK 1542287
BROOKFIELD, WI
Position in VCTR
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$48,921,575
+$10,167,761 QoQ
Shares Held
581,984
-1.7% QoQ
Ownership
0.946%
of shares outstanding
% of Portfolio
2.12%
of 13F equity value
Holder Rank
#19
of 351 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VCTR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Annex Advisory Services, LLC holds $49,342,277 across 3 Asset Management names. VCTR ranks #1 (99.1% of the industry book) .
All Filings in VCTR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $48,921,575 | 581,984 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $38,753,814 | 591,842 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $36,257,759 | 574,699 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $35,234,491 | 544,078 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $33,110,182 | 520,028 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $22,873,233 | 395,252 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $11,361,368 | 173,562 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,374,252 | 24,806 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $890,975 | 18,667 | 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. | ||||||