CSB VICTORY PORTFOLIOS II

Ownership history in Integrity Financial Corp /WA  ·  16 quarters on record

AI Ownership Summary

Integrity Financial Corp /WA reported VICTORY PORTFOLIOS II (CSB) in 16 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 0.12% in 2023 Q4. The latest visible filing shows CSB at 0.02% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CSB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Integrity Financial Corp /WA'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 Q3

CSB was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% 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 Q3 to 2025 Q3

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 Integrity Financial Corp /WA held CSB — position size vs. price
% of Fund (quarterly)    CSB price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 727 -730 -50.1% 0.02% $43K 2025-11-06 $56.17
2025 Q2 REDUCED 1,457 -22 -1.5% 0.04% $81K 2025-08-05 $55.04
2025 Q1 ADDED 1,479 +13 +0.9% 0.05% $85K 2025-05-12 $54.20
2024 Q4 REDUCED 1,466 -44 -2.9% 0.05% $87K 2025-02-13 $58.47
2024 Q3 REDUCED 1,510 -140 -8.5% 0.05% $89K 2024-10-21 $56.23
2024 Q2 REDUCED 1,650 -423 -20.4% 0.06% $88K 2024-07-30 $56.10
2024 Q1 REDUCED 2,073 -781 -27.4% 0.08% $116K 2024-05-02 $50.88
2023 Q4 ADDED 2,854 +19 +0.7% 0.12% $160K 2024-02-07 $48.76
2023 Q3 REDUCED 2,835 -96 -3.3% 0.10% $139K 2023-11-13 $44.38
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Integrity Financial Corp /WA and CSB

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

How long has Integrity Financial Corp /WA reported owning CSB?

Integrity Financial Corp /WA reported CSB across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported CSB position in Integrity Financial Corp /WA's portfolio?

The largest reported portfolio weight for CSB was 0.12% in 2023 Q4.

What is the latest reported CSB position on this page?

The most recent filing on this page is 2025 Q3, when Integrity Financial Corp /WA reported 727 shares, equal to 0.02% of portfolio, with an estimated market value of $43K.

What does the chart on this CSB ownership page compare?

The chart compares Integrity Financial Corp /WA's quarterly CSB 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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