Institutional Ownership Victory Portf Ii Shs Us Small (CSB)
This table provides information about the institutional ownership of Victory Portf Ii Shs Us Small (CSB). We have compiled data on the 62 institutions that hold shares in the stock, with a total of 1.31 Million shares, which have been reported (via 13F filing form) to have a value of $73.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
465
shares
|
$26,109
0.0% of portfolio
|
Q1 2023
Reduced 22.11%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
445
shares
|
$24,986
0.0% of portfolio
|
Q2 2023
Reduced 43.31%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
381
shares
|
$21,393
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
350
shares
|
$19,652
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
268
shares
|
$15,048
0.0% of portfolio
|
Q3 2024
Reduced 95.97%
|
|
|
Hurley Capital, LLC
New York, NY |
Feb 12, 2025 Q4 2024 |
253
shares
|
$14,205
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
200
shares
|
$11,230
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
152
shares
|
$8,534
0.0% of portfolio
|
Q3 2024
Reduced 63.9%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
144
shares
|
$8,085
0.0% of portfolio
|
Q4 2024
Reduced 71.43%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
124
shares
|
$6,962
0.0% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
Closed
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|