Purchases and Sales Made in Q4 2025 in Victory Portf Ii Shs Us Small (CSB)
This table provides information about the institutional ownership of Victory Portf Ii Shs Us Small (CSB) during Q4 2025. The information is specifically focused on institutions that hold shares of VICTORY PORTF II SHS US SMALL .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
4.22KNew |
$238K - $250K
|
4.22K
$244K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.41K+ 11.49% |
$136K - $142K
|
23.3K
$1.35M
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
453New |
$25.6K - $26.8K
|
453
$26.2K
|
|
|
Jan 20, 2026
Q4 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
222+ 3.01% |
$12.5K - $13.1K
|
7.6K
$439K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
5New |
$282 - $296
|
5
$289
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 1.35% |
$113 - $118
|
150
$8.66K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-12- 0.1% |
$677 - $710
|
12K
$693K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-225- 6.07% |
$12.7K - $13.3K
|
3.48K
$201K
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-695- 7.57% |
$39.2K - $41.1K
|
8.49K
$490K
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
SELL
|
- |
-1.1K- 3.85% |
$62.3K - $65.4K
|
27.6K
$1.59M
|
|
|
Jan 22, 2026
Q4 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-3.87K- 7.63% |
$218K - $229K
|
46.9K
$2.71M
|
|
|
Jan 20, 2026
Q4 2025
|
Accel Wealth Management
|
SELL
|
- |
-9.36K- 40.59% |
$528K - $554K
|
13.7K
$791K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-23.4K- 29.05% |
$1.32M - $1.39M
|
57.3K
$3.31M
|
|