Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.

Position in VCTR — Victory Capital Holdings, Inc.

CIK 1599852 FORT WORTH, TX

Back to VCTR Full portfolio

Position in VCTR

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$5,136,990

+$1,351,395 QoQ

Shares Held

61,111

+5.7% QoQ

Ownership

0.099%

of shares outstanding

% of Portfolio

1.53%

of 13F equity value

Holder Rank

#74

of 351 holders

Holding Since

Mar 2022

16 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, 2026

Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. holds $9,480,042 across 3 Asset Management names. VCTR ranks #1 (54.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VCTR	Victory Capital Holdings, Inc. This page	61,111	$5,136,990
2	BLK	BlackRock, Inc.	2,451	$2,356,783
3	BN	BROOKFIELD Corp /ON/	46,637	$1,986,269

All Filings in VCTR

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16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,136,990	61,111	+5.7%	Shares	Sole	2026-08-14
2026-03-31	$3,785,595	57,813	-0.6%	Shares	Sole	2026-05-15
2025-12-31	$3,670,702	58,182	+47.2%	Shares	Sole	2026-02-17
2025-09-30	$2,558,861	39,513	+16.0%	Shares	Sole	2025-11-14
2025-06-30	$2,168,536	34,059	-32.4%	Shares	Sole	2025-08-14
2025-03-31	$2,915,027	50,372	-1.5%	Shares	Sole	2025-05-15
2024-12-31	$3,348,540	51,154	+21.4%	Shares	Sole	2025-02-14
2024-09-30	$2,333,946	42,129	-1.2%	Shares	Sole	2024-11-14
2024-03-31	$1,809,342	42,643	+50.3%	Shares	Sole	2024-05-15
2023-12-31	$977,097	28,371	+2.1%	Shares	Sole	2024-02-14
2023-09-30	$926,085	27,777	-2.6%	Shares	Sole	2023-11-14
2023-06-30	$899,583	28,522	+10.6%	Shares	Sole	2023-08-14
2023-03-31	$754,931	25,792	+64.0%	Shares	Sole	2023-05-15
2022-12-31	$422,035	15,730	+69.3%	Shares	Sole	2023-02-14
2022-06-30	$223,889	9,290	0.0%	Shares	Sole	2022-08-15
2022-03-31	$268,202	9,290	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.