Moran Wealth Management, LLC
Position in VCTR — Victory Capital Holdings, Inc.
CIK 1965334
Naples, FL
Position in VCTR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,484,141
+$361,608 QoQ
Shares Held
29,552
-8.8% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#99
of 351 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 99%
Shared 1%
None 0%
Common Shares in VCTR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Moran Wealth Management, LLC holds $104,771,959 across 11 Asset Management names. VCTR ranks #8 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
68,051 | $31,219,076 | |
| 2 | BX |
Blackstone Inc.
|
133,642 | $15,725,653 | |
| 3 | AMG |
Affiliated Managers Group, Inc.
|
45,453 | $15,381,295 | |
| 4 | TROW |
Price T Rowe Group Inc
|
124,645 | $14,170,889 | |
| 5 | BLK |
BlackRock, Inc.
|
13,633 | $13,108,947 | |
| 6 | HLNE |
Hamilton Lane INC
|
71,786 | $5,658,889 | |
| 7 | SEIC |
Sei Investments Co
|
41,009 | $3,596,898 | |
| 8 | VCTR |
Victory Capital Holdings, Inc.
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|
29,552 | $2,484,141 |
All Filings in VCTR
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,484,141 | 29,552 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,122,533 | 32,415 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,987,524 | 31,503 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,200,803 | 33,984 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,365,913 | 37,159 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,632,332 | 45,487 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $3,189,211 | 48,720 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||