Victory Capital Holdings, Inc. (VCTR)Annex Advisory Services, LLC added to its stake +17K shares

592K

Shares reported · +17K vs prior quarter

0.73%

Disclosed portfolio weight

$38.8M

Reported value

Holdings as of

Mar 31, 2026

Filed

Apr 16, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Mar 13, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On March 13, 2026, the Board of Directors of Victory Capital Holdings, Inc. (the “Company”) approved a one-time grant of performance-based shares of restricted stock (the “Performance Shares”) to key executives, including David C. Brown, Chairman and Chief Executive Officer, Michael D. Policarpo, President, Chief Financial Officer, and Chief Administrative Officer, Tom Sipp, Executive Vice President, Nina Gupta,…”

What came next

1. May 6, 2026Company filing · Form 8-K · ResultsReported its results
2. May 18, 2026Company filing · Form 8-K · Material agreement, New debtSigned an important agreement, and took on new debt or obligations
3. Jul 22, 2026Company filing · Form 8-K · Executive change, Reg FDChanged a top executive or board member, and shared information with investors“On July 22, 2026, Dominique Carrel-Billiard notified the Board of Directors (the “Board”) of Victory Capital Holdings, Inc. (the “Company”) of his intent to resign effective July 23, 2026 due to him leaving Amundi.”
4. Aug 5, 2026Company filing · Form 8-K · ResultsReported its results

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Victory Capital Holdings, Inc.

For Victory Capital Holdings, Inc., OQRO holds 3 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its VCTR page.

How this filing works

• SEC Form 13F

Other disclosures at Victory Capital Holdings, Inc.

• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 13, 2026
• SEC Form 13F-HRAug 11, 2026
• SEC Form 13F-HRJul 10, 2026
• SEC Form 13F-HRMay 12, 2026
• SEC Form 13F-HRMay 7, 2026

Everything OQRO holds on this company is on its VCTR page.