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HB Wealth Management, LLC

SEC CIK
0001911253
Latest filing
Jul 29, 2026

VCTR holding history

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

VCTR overviewAll 13F holders of VCTRFull Q2 2026 holdings

Shares (Q2 2026)
2,571
Value
$216.1K
% of portfolio
<0.1%
Quarters held
4
Since Q1 2025
Holdings of VCTR by HB Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,571$216.1K<0.1%+2,571NewHolders
Q4 20250$00.0%−3,102−100.0%Sold outHolders
Q3 20253,102$200.9K<0.1%−53−1.7%ReducedHolders
Q2 20253,155$200.9K<0.1%−311−9.0%ReducedHolders
Q1 20253,466$200.6K<0.1%+3,466NewHolders