Kaizen Financial Strategies

Position in VCTR — Victory Capital Holdings, Inc.

CIK 1842013 CAMPBELL, CA

Position in VCTR

as of Mar 31, 2026 · filed May 1, 2026 Compact

Position Value

$396,808

+$14,483 QoQ

Shares Held

6,060

0.0% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2024

8 quarters on record

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

Financial Services · as of Mar 31, 2026

Kaizen Financial Strategies holds $6,489,031 across 8 Asset Management names. VCTR ranks #6 (6.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	24,696	$2,839,793
2	TEI	Templeton Emerging Markets Income Fund	174,506	$1,048,781
3	PDI	PIMCO Dynamic Income Fund	37,053	$633,976
4	EDD	Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.	121,694	$616,988
5	AWF	Alliancebernstein Global High Income Fund Inc	47,550	$483,583
6	VCTR	Victory Capital Holdings, Inc. This page	6,060	$396,808
7	PSLV	Sprott Physical Silver Trust	10,600	$258,534
8	MAIN	Main Street Capital CORP	3,976	$210,568

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$396,808	6,060	0.0%	Shares	Sole	2026-05-01
2025-12-31	$382,325	6,060	-6.2%	Shares	Sole	2026-01-21
2025-09-30	$418,349	6,460	0.0%	Shares	Sole	2025-11-12
2025-06-30	$411,308	6,460	0.0%	Shares	Sole	2025-08-08
2025-03-31	$373,840	6,460	0.0%	Shares	Sole	2025-04-09
2024-12-31	$422,871	6,460	-0.8%	Shares	Sole	2025-02-14
2024-09-30	$360,654	6,510	-0.6%	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.