Funds holding Victory Portfolios II
ISIN US92647N8653 · United States · LEI 549300RS1Y46ILB96P77
- Fund holders
- 1
- Of which ETFs
- 0 1 other fund
- Value held
- 59.6K $
A single tracked fund declares this security. So these figures do not say who holds it.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Upright Assets Allocation Plus Fund UPRIGHT INVESTMENTS TRUST | 800 | 59.6K $ | 1.86 % | as of Mar 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Upright Assets Allocation Plus Fund UPRIGHT INVESTMENTS TRUST | 1.86 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 1 | 0 | 800 | 0.0 % |
| 2026Q1 | 1 | 0 | 800 | 0.0 % |
| 2025Q4 | 1 | 0 | 800 | 0.0 % |
| 2025Q1 | 1 | 0 | 800 | 0.0 % |
| 2024Q4 | 1 | 0 | 800 | 0.0 % |
| 2024Q3 | 1 | 0 | 800 | 0.0 % |
| 2024Q2 | 1 | 0 | 800 | 0.0 % |
| 2024Q1 | 1 | 0 | 800 | 0.0 % |
| 2023Q4 | 1 | 800 |
Institutional managers
61 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| MORGAN STANLEY | 618,429 | 46.1M $ | as of Mar 31, 2026 |
| ATLANTIC FAMILY WEALTH, LLC | 374,972 | 27.9M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 268,031 | 20M $ | as of Mar 31, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 207,247 | 15.4M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 152,446 | 11.4M $ | as of Mar 31, 2026 |
| HighTower Advisors, LLC | 112,753 | 8.4M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 101,218 | 7.5M $ | as of Mar 31, 2026 |
| Summit Financial, LLC | 98,539 | 7.3M $ | as of Mar 31, 2026 |
| JONES FINANCIAL COMPANIES LLLP | 86,427 | 6.4M $ | as of Mar 31, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | 49,838 | 3.7M $ | as of Mar 31, 2026 |
| NewEdge Advisors, LLC | 47,871 | 86.2K $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 43,279 | 3.2M $ | as of Mar 31, 2026 |
| Integrated Wealth Concepts LLC | 41,978 | 3.1M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 40,311 | 3M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 36,044 | 2.7M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 31,864 | 2.4M $ | as of Mar 31, 2026 |
| TRUIST FINANCIAL CORP | 27,699 | 2.1M $ | as of Mar 31, 2026 |
| Private Advisor Group, LLC | 26,016 | 1.9M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 19,888 | 1.5M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 18,911 | 1.4M $ | as of Mar 31, 2026 |
| UBS Group AG | 17,803 | 1.3M $ | as of Mar 31, 2026 |
| Sloy Dahl & Holst, LLC | 17,671 | 1.3M $ | as of Mar 31, 2026 |
| Rockefeller Capital Management L.P. | 17,212 | 1.3M $ | as of Mar 31, 2026 |
| Fifth Third Wealth Advisors LLC | 16,528 | 1.2M $ | as of Mar 31, 2026 |
| Investors Research Corp | 15,816 | 1.2M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding Victory Portfolios II". https://titelia.com/en/stocks/victory-portfolios-ii-US92647N8653