Purchases and Sales Made in Q4 2025 in Victory Portfolios Ii Shs Us 5 (CFA)
This table provides information about the institutional ownership of Victory Portfolios Ii Shs Us 5 (CFA) during Q4 2025. The information is specifically focused on institutions that hold shares of VICTORY PORTFOLIOS II SHS US 5.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2026
Q4 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
51.4KNew |
$4.56M - $4.7M
|
51.4K
$4.61M
|
|
|
Jan 26, 2026
Q4 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
155+ 3.32% |
$13.8K - $14.2K
|
4.83K
$433K
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
48New |
$4.26K - $4.39K
|
48
$4.3K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
12New |
$1.06K - $1.1K
|
12
$1.08K
|
|
|
Jan 28, 2026
Q4 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1+ 0.1% |
$88.7 - $91.4
|
958
$85.8K
|
|
|
Jan 29, 2026
Q4 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-300- 9.98% |
$26.6K - $27.4K
|
2.71K
$243K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-419- 0.37% |
$37.2K - $38.3K
|
113K
$10.2M
|
|
|
Jan 29, 2026
Q4 2025
|
Comerica Bank
|
SELL
|
- |
-1.17K- 0.46% |
$104K - $107K
|
252K
$22.6M
|
|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
SELL
|
- |
-3.67K- 2.15% |
$326K - $336K
|
167K
$15M
|
|