USTB — VICTORY PORTFOLIOS II

Ownership history in Crossmark Global Holdings, Inc.  ·  3 quarters on record

This page tracks every 13F SEC filing in which Crossmark Global Holdings, Inc. 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
0.01% (2025 Q3)
Avg. % of fund
0.01%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 7,889 +752 +10.5% 0.01% $402K $49.84
2025 Q2 ADDED 7,137 +1,473 +26.0% 0.01% $362K $49.11
2025 Q1 INITIATED 5,664 — — 0.01% $286K $48.38
% of Fund (quarterly)    USTB price (monthly, adj. close)

Other funds also holding USTB

As of 2025 Q4 — sorted by position size

NORTHEAST PLANNING ASSOCIATES, INC. / NH / 9.07% Pinnacle Wealth Management Group, Inc. 3Y 4.03% Marquette Asset Management, LLC 3Y 7Y 3.88% Amplius Wealth Advisors, LLC 3Y 3.28% Smith Thornton Advisors LLC 3.22% ADAPT WEALTH ADVISORS, LLC 3.17% ERn Financial, LLC 3Y 7Y 3.01% AVAII WEALTH MANAGEMENT, LLC 3Y 2.74% Darrow Company, Inc. 3Y 2.3% Cornerstone Planning Group LLC 3Y 1.95%
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