Comprehensive Financial Management LLC

SEC CIK: 0001799802
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

VCTR holding history

Victory Capital Holdings, Inc. in every 13F filed by Comprehensive Financial Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

VCTR overview All 13F holders of VCTR Full Q2 2026 holdings

Shares (Q2 2026): 3,120
Value: $262.3K
% of portfolio: <0.1%
Quarters held: 2; Since Q3 2025

Holdings of VCTR by Comprehensive Financial Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	3,120	$262.3K	<0.1%	+3,120	New	Holders
Q4 2025	0	$0	0.0%	−12,119−100.0%	Sold out	Holders
Q3 2025	12,119	$784.8K	<0.1%	+12,119	New	Holders