MorganRosel Wealth Management, LLC
Position in VCTR — Victory Capital Holdings, Inc.
CIK 1753218
HIGHLANDS RANCH, CO
Position in VCTR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$652,641
+$151,327 QoQ
Shares Held
7,764
+1.4% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VCTR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026MorganRosel Wealth Management, LLC holds $6,116,458 across 4 Asset Management names. VCTR ranks #3 (10.7% of the industry book) .
All Filings in VCTR
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $652,641 | 7,764 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $501,314 | 7,656 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $845,973 | 13,409 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,056,688 | 16,317 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,199,861 | 18,845 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,399,991 | 24,192 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,481,883 | 22,638 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,333,976 | 24,079 | Shares | Sole | 2024-10-10 | |
| No filing history on record for this holder in this stock. | ||||||