VFLO β€” VICTORY PORTFOLIOS II

Ownership history in Financial Designs Corp  Β·  9 quarters on record

AI Ownership Summary

Financial Designs Corp reported VICTORY PORTFOLIOS II (VFLO) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 5.93% in 2023 Q4. The latest visible filing shows VFLO at 5.06% 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 VFLO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Financial Designs Corp'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

VFLO was reported at 5.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.93% in 2023 Q4

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 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 Financial Designs Corp held VFLO β€” position size vs. price
% of Fund (quarterly)    VFLO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 226,911 +3,942 +1.8% 5.06% $8.9M 2026-02-14 (Est.) $40.21
2025 Q3 ADDED 222,969 +8,953 +4.2% 4.88% $8.4M 2025-11-10 $37.74
2025 Q2 REDUCED 214,016 -29,002 -11.9% 4.64% $7.6M 2025-07-17 $34.87
2025 Q1 ADDED 243,018 +3,623 +1.5% 5.80% $8.3M 2025-04-14 $31.39
2024 Q4 REDUCED 239,395 -13,329 -5.3% 5.38% $8.2M 2025-01-21 $35.32
2024 Q3 ADDED 252,724 +7,106 +2.9% 5.43% $8.4M 2024-10-18 $33.08
2024 Q2 REDUCED 245,618 -5,315 -2.1% 5.22% $7.6M 2024-07-15 $30.77
2024 Q1 REDUCED 250,933 -5,111 -2.0% 5.36% $8.1M 2024-04-12 $30.64
2023 Q4 INITIATED 256,044 β€” β€” 5.93% $7.3M 2024-01-19 $27.17

FAQ About Financial Designs Corp and VFLO

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

How long has Financial Designs Corp reported owning VFLO?

Financial Designs Corp reported VFLO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VFLO position in Financial Designs Corp's portfolio?

The largest reported portfolio weight for VFLO was 5.93% in 2023 Q4.

What is the latest reported VFLO position on this page?

The most recent filing on this page is 2025 Q4, when Financial Designs Corp reported 226,911 shares, equal to 5.06% of portfolio, with an estimated market value of $8.9M.

What does the chart on this VFLO ownership page compare?

The chart compares Financial Designs Corp's quarterly VFLO 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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