ALBION FINANCIAL GROUP /UT CDL — VICTORY PORTFOLIOS II

Ownership history in ALBION FINANCIAL GROUP /UT  ·  8 quarters on record

AI Ownership Summary

ALBION FINANCIAL GROUP /UT reported VICTORY PORTFOLIOS II (CDL) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. The latest visible filing shows CDL at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CDL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ALBION FINANCIAL GROUP /UT's position in VICTORY PORTFOLIOS II, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CDL was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CDL stock page ALBION FINANCIAL GROUP /UT fund profile ALBION FINANCIAL GROUP /UT full holdings
How ALBION FINANCIAL GROUP /UT held CDL — position size vs. price
% of Fund (quarterly)    CDL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 300 — 0% 0.00% $22K 2026-04-27 $75.25
2025 Q4 UNCHANGED — — — 300 — 0% 0.00% $21K 2026-01-21 $71.32
2025 Q3 UNCHANGED — — — 300 — 0% 0.00% $21K 2025-10-20 $68.19
2025 Q2 UNCHANGED — — — 300 — 0% 0.00% $20K 2025-07-17 $65.94
2025 Q1 UNCHANGED — — — 300 — 0% 0.00% $21K 2025-04-25 $62.27
2024 Q4 UNCHANGED — — — 300 — 0% 0.00% $20K 2025-01-17 $64.26
2024 Q3 UNCHANGED — — — 300 — 0% 0.00% $20K 2024-10-09 $64.03
2024 Q2 INITIATED — — — 300 — — 0.00% $18K 2024-07-10 $57.79

🏢 Other funds also holding CDL

As of 2026 Q1 — sorted by position size

Smith Thornton Advisors LLC 0.56% NORTHEAST PLANNING ASSOCIATES, INC. / NH / 0.28% Investors Research Corp 3Y 7Y 0.23% Eagle Bay Advisors LLC 3Y 0.22% VICUS CAPITAL 3Y 7Y 0.05% Fifth Third Wealth Advisors LLC 3Y 0.04% Golden State Wealth Management, LLC 3Y 0.03% North Star Investment Management Corp. 3Y 7Y 0.02% Private Advisor Group, LLC 3Y 7Y 0.01% Stratos Wealth Partners, LTD. 3Y 7Y 0.01%

FAQ About ALBION FINANCIAL GROUP /UT and CDL

These are the practical questions this page is built to answer before you even open the full history table.

How long has ALBION FINANCIAL GROUP /UT reported owning CDL?

ALBION FINANCIAL GROUP /UT reported CDL across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported CDL position in ALBION FINANCIAL GROUP /UT's portfolio?

The largest reported portfolio weight for CDL was 0.00% in 2025 Q1.

What is the latest reported CDL position on this page?

The most recent filing on this page is 2026 Q1, when ALBION FINANCIAL GROUP /UT reported 300 shares, equal to 0.00% of portfolio, with an estimated market value of $22K.

What does the chart on this CDL ownership page compare?

The chart compares ALBION FINANCIAL GROUP /UT's quarterly CDL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to ALBION FINANCIAL GROUP /UT Holdings