VCTR β€” VICTORY CAP HLDGS INC

Ownership history in Apollon Wealth Management, LLC  Β·  9 quarters on record

AI Ownership Summary

Apollon Wealth Management, LLC reported VICTORY CAP HLDGS INC (VCTR) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.02% in 2024 Q3. The latest visible filing shows VCTR at 0.01% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VCTR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Apollon Wealth Management, LLC's position in VICTORY CAP HLDGS INC, 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
2025 Q3

VCTR was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 Q3

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

Time in book
Holding Window
2023 Q4 to 2025 Q3

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.

How Apollon Wealth Management, LLC held VCTR β€” position size vs. price
% of Fund (quarterly)    VCTR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 12,085 +2,735 +29.3% 0.01% $783K 2025-10-17 $64.35
2025 Q2 REDUCED 9,350 -687 -6.8% 0.01% $595K 2025-07-25 $69.11
2025 Q1 REDUCED 10,037 -32 -0.3% 0.01% $581K 2025-05-02 $57.85
2024 Q4 REDUCED 10,069 -439 -4.2% 0.02% $659K 2025-01-28 $63.66
2024 Q3 ADDED 10,508 +658 +6.7% 0.02% $582K 2024-11-05 $58.33
2024 Q2 REDUCED 9,850 -2,428 -19.8% 0.01% $470K 2024-07-19 $49.02
2024 Q1 ADDED 12,278 +5,367 +77.7% 0.02% $521K 2024-05-02 $48.48
2023 Q4 REDUCED 6,911 -343 -4.7% 0.01% $238K 2024-02-06 $32.09
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding VCTR

As of 2026 Q1 β€” sorted by position size

Laurus Global Equity Management Inc. 3Y 1.24%

FAQ About Apollon Wealth Management, LLC and VCTR

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

How long has Apollon Wealth Management, LLC reported owning VCTR?

Apollon Wealth Management, LLC reported VCTR across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported VCTR position in Apollon Wealth Management, LLC's portfolio?

The largest reported portfolio weight for VCTR was 0.02% in 2024 Q3.

What is the latest reported VCTR position on this page?

The most recent filing on this page is 2025 Q3, when Apollon Wealth Management, LLC reported 12,085 shares, equal to 0.01% of portfolio, with an estimated market value of $783K.

What does the chart on this VCTR ownership page compare?

The chart compares Apollon Wealth Management, LLC's quarterly VCTR 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.

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