Kaizen Financial Strategies
Position in VCTR — Victory Capital Holdings, Inc.
CIK 1842013
CAMPBELL, CA
Position in VCTR
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$509,403
+$112,595 QoQ
Shares Held
6,060
0.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#191
of 351 holders
Holding Since
Jun 2024
9 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, 2026Kaizen Financial Strategies holds $6,350,088 across 7 Asset Management names. VCTR ranks #6 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
21,270 | $2,502,840 | |
| 2 | TEI |
Templeton Emerging Markets Income Fund
|
178,005 | $1,199,753 | |
| 3 | EDD |
Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.
|
118,616 | $697,462 | |
| 4 | PDI |
PIMCO Dynamic Income Fund
|
38,225 | $638,357 | |
| 5 | AWF |
Alliancebernstein Global High Income Fund Inc
|
53,431 | $550,339 | |
| 6 | VCTR |
Victory Capital Holdings, Inc.
This page
|
6,060 | $509,403 | |
| 7 | OCSL |
Oaktree Specialty Lending Corp
|
21,100 | $251,934 |
All Filings in VCTR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $509,403 | 6,060 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $396,808 | 6,060 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $382,325 | 6,060 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $418,349 | 6,460 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $411,308 | 6,460 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $373,840 | 6,460 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $422,871 | 6,460 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $360,654 | 6,510 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $312,631 | 6,550 | Shares | Sole | 2024-08-05 | |
| No filing history on record for this holder in this stock. | ||||||