VICTORY PORTFOLIOS II's ticker is CFA and the CUSIP is 92647N766. A total of 64 filers reported holding VICTORY PORTFOLIOS II in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $778,610 | -9.9% | 9,796 | -7.7% | 0.03% | -17.1% |
| Q1 2024 | $863,718 | +17.2% | 10,616 | +7.5% | 0.04% | +6.1% |
| Q4 2023 | $736,972 | +29.6% | 9,875 | +18.3% | 0.03% | +13.8% |
| Q3 2023 | $568,551 | -4.0% | 8,350 | +0.2% | 0.03% | -6.5% |
| Q2 2023 | $592,452 | -28.6% | 8,335 | -31.0% | 0.03% | -34.0% |
| Q1 2023 | $829,897 | +30.9% | 12,072 | +29.0% | 0.05% | +17.5% |
| Q4 2022 | $633,843 | -19.5% | 9,357 | -27.5% | 0.04% | -33.3% |
| Q3 2022 | $787,000 | +33.6% | 12,901 | +40.7% | 0.06% | +15.4% |
| Q2 2022 | $589,000 | -12.5% | 9,171 | +0.8% | 0.05% | +2.0% |
| Q1 2022 | $673,000 | -4.7% | 9,094 | 0.0% | 0.05% | -1.9% |
| Q4 2021 | $706,000 | +9.1% | 9,094 | 0.0% | 0.05% | -1.9% |
| Q3 2021 | $647,000 | -0.2% | 9,094 | 0.0% | 0.05% | +29.3% |
| Q2 2021 | $648,000 | +8.7% | 9,094 | +2.4% | 0.04% | -4.7% |
| Q1 2021 | $596,000 | +135.6% | 8,885 | +119.1% | 0.04% | +104.8% |
| Q4 2020 | $253,000 | – | 4,056 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Patriot Financial Group Insurance Agency, LLC | 157,859 | $8,355,000 | 3.76% |
| Golden State Wealth Management, LLC | 174,909 | $9,258,000 | 3.05% |
| PLANNING DIRECTIONS INC | 22,164 | $1,173,000 | 1.12% |
| Sargent Investment Group, LLC | 21,032 | $1,113,000 | 0.50% |
| Tranquility Partners, LLC | 6,886 | $364,000 | 0.39% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 14,803 | $790,000 | 0.28% |
| NewDay Solutions, LLC | 6,360 | $335,000 | 0.24% |
| Keystone Financial Group | 13,732 | $727,000 | 0.22% |
| Private Advisor Group, LLC | 225,720 | $11,947,000 | 0.19% |
| GREAT VALLEY ADVISOR GROUP, INC. | 9,163 | $485,000 | 0.12% |