SEC 13F Intelligence

VICTORY PORTFOLIOS II

CUSIP 92647N840

Victory Portfolios II has 1 institutional holders in Filings Flow’s 13F database, together reporting 1 shares worth $67 as of Q1 2026. The largest reported holders are Victory Capital Management Inc, Summit Financial, LLC, and Bank Of America Corp /De/.

Institutional Holders
1
Q1 2026
Reported Value
$67
Ticker
unmapped
private placement or foreign
Quarters Tracked
9

Ownership Trend

Institutional holders
Q4 ’18: 10Q4 ’18Q1 ’19: 13Q2 ’19: 16Q2 ’19Q3 ’19: 14Q2 ’21: 14Q2 ’21Q4 ’21: 15Q4 ’22: 12Q4 ’22Q4 ’25: 18Q1 ’26: 1Q1 ’26filingsflow.com
Total reported value
Q4 ’18: $9MQ4 ’18Q1 ’19: $20MQ2 ’19: $17MQ2 ’19Q3 ’19: $66MQ2 ’21: $101MQ2 ’21Q4 ’21: $102MQ4 ’22: $80MQ4 ’22Q4 ’25: $51MQ1 ’26: $67Q1 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Summit Financial, LLC$7.8B AUM0.10%$7M132.2KQ4 2025OLDER
RIVERSEDGE ADVISORS, LLC$618M AUM0.10%$595,56011.0KQ4 2025OLDER
Keystone Financial Group$1.5B AUM0.02%$327,1986.1KQ4 2025OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.02%$32M590.8KQ4 2025OLDER
Atria Wealth Solutions, Inc.$4.4B AUM0.01%$252,5505.0KQ2 2025OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$738,44013.7KQ4 2025OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$553,40010.3KQ4 2025OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$760,48215.1KQ2 2025OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$5M97.2KQ4 2025OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$290,7605.4KQ4 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$2M38.4KQ4 2025OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$589,62510.9KQ4 2025OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$505,4699.4KQ4 2025OLDER
LPL Financial LLC$376.6B AUM0.00%$491,3909.1KQ4 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$827,06215.3KQ4 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$188,0003.5KQ4 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$20,432378Q4 2025OLDER
UBS Group AG$666.3B AUM0.00%$13,656253Q4 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$671Q1 2026

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.