MODL β€” VICTORY PORTFOLIOS II

Ownership history in Coastal Bridge Advisors, LLC  Β·  3 quarters on record

AI Ownership Summary

Coastal Bridge Advisors, LLC reported VICTORY PORTFOLIOS II (MODL) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 0.13% in 2025 Q4. The latest visible filing shows MODL at 0.13% 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 MODL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Coastal Bridge Advisors, LLC'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
2025 Q4

MODL was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2025 Q4

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

Time in book
Holding Window
2025 Q2 to 2025 Q4

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 Coastal Bridge Advisors, LLC held MODL β€” position size vs. price
% of Fund (quarterly)    MODL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 35,838 +2,938 +8.9% 0.13% $1.7M 2026-02-14 (Est.) $46.94
2025 Q3 ADDED 32,900 +297 +0.9% 0.12% $1.5M 2025-11-03 $47.18
2025 Q2 INITIATED 32,603 β€” β€” 0.12% $1.4M 2025-08-14 $44.47

FAQ About Coastal Bridge Advisors, LLC and MODL

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

How long has Coastal Bridge Advisors, LLC reported owning MODL?

Coastal Bridge Advisors, LLC reported MODL across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported MODL position in Coastal Bridge Advisors, LLC's portfolio?

The largest reported portfolio weight for MODL was 0.13% in 2025 Q4.

What is the latest reported MODL position on this page?

The most recent filing on this page is 2025 Q4, when Coastal Bridge Advisors, LLC reported 35,838 shares, equal to 0.13% of portfolio, with an estimated market value of $1.7M.

What does the chart on this MODL ownership page compare?

The chart compares Coastal Bridge Advisors, LLC's quarterly MODL 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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