UITB — VICTORY PORTFOLIOS II

Ownership history in Blue Water Asset Management  ·  1 quarter on record

This page tracks every 13F SEC filing in which Blue Water Asset Management reported a position in VICTORY PORTFOLIOS II (UITB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
7.05% (2025 Q4)
Avg. % of fund
7.05%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 413,808 — — 7.05% $19.6M $47.00
% of Fund (quarterly)    UITB price (monthly, adj. close)

Other funds also holding UITB

As of 2025 Q4 — sorted by position size

NORTHEAST PLANNING ASSOCIATES, INC. / NH / 13.73% Alliance Wealth Advisors, LLC 3Y 11.17% Cyr Financial Inc. 7.61% UNITED SERVICES AUTOMOBILE ASSOCIATION 3Y 7Y 7.26% PLANNING DIRECTIONS INC 3Y 7Y 6.7% Wealth Advisory Team LLC 5.29% Newman Dignan & Sheerar, Inc. 3Y 7Y 4.77% Pinnacle Wealth Management Group, Inc. 3Y 4.52% Allen Capital Group, LLC 3Y 7Y 4.47% Bogart Wealth, LLC 3Y 7Y 3.78%
← Back to Blue Water Asset Management Holdings