Legacy Wealth Asset Management, LLC

Position in VCTR — Victory Capital Holdings, Inc.

CIK 1846151 WOODBURY, MN

Position in VCTR

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$1,327,475

+$183,212 QoQ

Shares Held

15,792

-9.6% QoQ

Ownership

0.026%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#132

of 351 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Legacy Wealth Asset Management, LLC holds $4,591,033 across 5 Asset Management names. VCTR ranks #2 (28.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	1,979	$1,902,927
2	VCTR	Victory Capital Holdings, Inc. This page	15,792	$1,327,475
3	AMG	Affiliated Managers Group, Inc.	2,041	$690,674
4	RJF	Raymond James Financial Inc	2,735	$415,802
5	CNS	Cohen & Steers, Inc.	3,338	$254,155

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,327,475	15,792	-9.6%	Shares	Sole	2026-07-09
2026-03-31	$1,144,263	17,475	-1.1%	Shares	Sole	2026-04-08
2025-12-31	$1,114,926	17,672	+4.9%	Shares	Sole	2026-01-12
2025-09-30	$1,091,141	16,849	-9.7%	Shares	Sole	2025-10-14
2025-06-30	$1,188,464	18,666	-7.6%	Shares	Sole	2025-07-30
2025-03-31	$1,169,494	20,209	-17.0%	Shares	Sole	2025-04-09
2024-12-31	$1,593,230	24,339	+3.0%	Shares	Sole	2025-01-15
2024-09-30	$1,308,935	23,627	-2.1%	Shares	Sole	2024-10-23
2024-06-30	$1,152,440	24,145	-0.7%	Shares	Sole	2024-08-14
2024-03-31	$1,031,303	24,306	+48.1%	Shares	Sole	2024-04-19
2023-12-31	$565,332	16,415	+0.7%	Shares	Sole	2024-01-10
2023-09-30	$543,708	16,308	+24.9%	Shares	Sole	2023-11-01
2023-06-30	$411,723	13,054	+0.6%	Shares	Sole	2023-08-04
2023-03-31	$379,748	12,974	+22.4%	Shares	Sole	2023-04-24
2022-12-31	$284,398	10,600	-0.0%	Shares	Sole	2023-02-02
2022-09-30	$247,179	10,604	-7.7%	Shares	Sole	2022-10-14
2022-06-30	$276,764	11,484	—	Shares	Sole	2022-07-19
No filing history on record for this holder in this stock.