Institutional Ownership Victory Portfolios Ii Shs Us 5 (CFO)
This table provides information about the institutional ownership of Victory Portfolios Ii Shs Us 5 (CFO). We have compiled data on the 76 institutions that hold shares in the stock, with a total of 3.73 Million shares, which have been reported (via 13F filing form) to have a value of $271 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
418,326
shares
|
$30.4 Million
0.01% of portfolio
|
Q3 2025
Added 4.68%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
413,297
shares
|
$30 Million
0.04% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
343,240
shares
|
$24.9 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
322,154
shares
|
$23.4 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
283,183
shares
|
$20.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.96%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
248,542
shares
|
$18.1 Million
0.0% of portfolio
|
Q2 2025
Added 12.89%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
174,008
shares
|
$12.6 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
168,605
shares
|
$12.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 17.39%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
141,977
shares
|
$10.3 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.34%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
105,015
shares
|
$7.63 Million
0.08% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
96,077
shares
|
$6.98 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.62%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
86,447
shares
|
$6.28 Million
8.38% of portfolio
|
Q3 2023
Reduced 7.02%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
79,835
shares
|
$5.8 Million
0.49% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
72,320
shares
|
$5.25 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.5%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
60,335
shares
|
$4.38 Million
0.54% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
59,130
shares
|
$4.29 Million
0.02% of portfolio
|
Q3 2025
Added 194.59%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
58,530
shares
|
$4.25 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
56,650
shares
|
$4.11 Million
0.06% of portfolio
|
Q3 2025
Added 2.38%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
47,016
shares
|
$3.41 Million
1.73% of portfolio
|
Q2 2023
Reduced 56.71%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
45,670
shares
|
$3.32 Million
0.09% of portfolio
|
Q1 2024
Added 0.83%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
35,841
shares
|
$2.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 59.2%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
31,361
shares
|
$2.28 Million
0.15% of portfolio
|
Q3 2025
Reduced 7.43%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
24,736
shares
|
$1.8 Million
0.0% of portfolio
|
Q3 2025
Reduced 23.49%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
24,546
shares
|
$1.78 Million
0.0% of portfolio
|
Q3 2025
Reduced 19.48%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
24,465
shares
|
$1.78 Million
0.26% of portfolio
|
Q3 2025
Reduced 1.26%
|
|