USTB VICTORY PORTFOLIOS II

Ownership history in Capital Analysts, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Capital Analysts, LLC reported a position in VICTORY PORTFOLIOS II (USTB). 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
0.87% (2025 Q4)
Avg. % of fund
0.19%
First filed
2021 Q2
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 562,631 -293 -0.1% 0.87% $28.6M $50.44
2025 Q3 ADDED 562,924 +561,796 +49804.6% 0.84% $28.7M $49.84
2025 Q2 UNCHANGED 1,128 0% 0.00% $57K $49.11
2025 Q1 ADDED 1,128 +37 +3.4% 0.00% $57K $48.38
2024 Q4 UNCHANGED 1,091 0% 0.00% $55K $47.54
2024 Q3 ADDED 1,091 +949 +668.3% 0.00% $55K $47.42
2024 Q2 ADDED 142 +2 +1.4% 0.00% $7K $45.89
2024 Q1 REDUCED 140 -60 -30.0% 0.00% $7K $45.31
2021 Q2 INITIATED 200 0.00% $10K $43.13
% of Fund (quarterly)    USTB price (monthly, adj. close)
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