Purchases and Sales Made in Q4 2025 in Victory Portfolios Ii Shs Us 5 (CFO)
This table provides information about the institutional ownership of Victory Portfolios Ii Shs Us 5 (CFO) 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
|
Ae Wealth Management LLC
|
BUY
|
- |
4.51KNew |
$324K - $334K
|
4.51K
$327K
|
|
|
Jan 26, 2026
Q4 2025
|
Key Capital Management, Inc
Hendersonville, Tn 37075, TN |
BUY
|
- |
2.34KNew |
$169K - $174K
|
2.34K
$170K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.47KNew |
$106K - $109K
|
1.47K
$107K
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
48+ 6.06% |
$3.45K - $3.56K
|
840
$61K
|
|
|
Jan 12, 2026
Q4 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1+ 0.01% |
$71.9 - $74.1
|
16.2K
$1.18M
|
|
|
Jan 27, 2026
Q4 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-66- 0.35% |
$4.74K - $4.89K
|
18.8K
$1.37M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-103- 0.18% |
$7.4K - $7.63K
|
58.4K
$4.24M
|
|
|
Jan 05, 2026
Q4 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-168- 10.51% |
$12.1K - $12.4K
|
1.43K
$104K
|
|
|
Jan 26, 2026
Q4 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.03K- 4.2% |
$73.9K - $76.2K
|
23.4K
$1.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-1.07K- 5.75% |
$77.1K - $79.5K
|
17.6K
$1.28M
|
|