Back to VCTR
Annex Advisory Services, LLC → VCTR
Annex Advisory Services, LLC VCTR Position History
Victory Capital Holdings, Inc. • Financial Services
Quarters held
8
Latest value
$3.2M
Q3 2026
Peak value
$54.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $36.3M |
| Q4 2025 | $54.9M |
| Q1 2026 | $38.8M |
| Q1 2026 | $20.9M |
| Q2 2026 | $48.9M |
| Q2 2026 | $3.3M |
| Q3 2026 | $51.6M |
| Q3 2026 | $3.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.2M | 62.9K | — | — |
| Q3 2026 | $51.6M | 466.6K | — | — |
| Q2 2026 | $3.3M | 73.0K | — | — |
| Q2 2026 | $48.9M | 582.0K | — | — |
| Q1 2026 | $20.9M | 528.2K | — | — |
| Q1 2026 | $38.8M | 591.8K | — | — |
| Q4 2025 | $54.9M | 1.39M | — | — |
| Q4 2025 | $36.3M | 574.7K | — | — |
Other funds holding VCTR
$684.6M
$495.4M
$469.8M
$455.6M
$389.5M
$366.5M
$351.8M
$310.7M