MODL β€” VICTORY PORTFOLIOS II

Ownership history in KESTRA PRIVATE WEALTH SERVICES, LLC  Β·  3 quarters on record

AI Ownership Summary

KESTRA PRIVATE WEALTH SERVICES, LLC reported VICTORY PORTFOLIOS II (MODL) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.01% in 2026 Q1. The latest visible filing shows MODL at 0.01% 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 KESTRA PRIVATE WEALTH SERVICES, 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
2026 Q1

MODL was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q1

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

Time in book
Holding Window
2025 Q3 to 2026 Q1

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 KESTRA PRIVATE WEALTH SERVICES, LLC held MODL β€” position size vs. price
% of Fund (quarterly)    MODL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 25,702 +10,537 +69.5% 0.01% $1.1M 2026-04-20 $48.41
2025 Q4 ADDED 15,165 +10,526 +226.9% 0.01% $721K 2026-01-29 $47.85
2025 Q3 INITIATED 4,639 β€” β€” 0.00% $214K 2025-11-17 $46.15

FAQ About KESTRA PRIVATE WEALTH SERVICES, 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 KESTRA PRIVATE WEALTH SERVICES, LLC reported owning MODL?

KESTRA PRIVATE WEALTH SERVICES, LLC reported MODL across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported MODL position in KESTRA PRIVATE WEALTH SERVICES, LLC's portfolio?

The largest reported portfolio weight for MODL was 0.01% in 2026 Q1.

What is the latest reported MODL position on this page?

The most recent filing on this page is 2026 Q1, when KESTRA PRIVATE WEALTH SERVICES, LLC reported 25,702 shares, equal to 0.01% of portfolio, with an estimated market value of $1.1M.

What does the chart on this MODL ownership page compare?

The chart compares KESTRA PRIVATE WEALTH SERVICES, 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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