CDC VICTORYSHARES U S

Ownership history in Keystone Financial Group  ·  30 quarters on record

This page tracks every 13F SEC filing in which Keystone Financial Group reported a position in VICTORYSHARES U S (CDC). 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
2.96% (2022 Q2)
Avg. % of fund
1.61%
First filed
2017 Q4
Last filed
2025 Q4
Quarters held
30
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 31,752 -2,154 -6.4% 0.15% $2.1M $65.51
2025 Q3 UNCHANGED 33,906 0% 0.19% $2.2M $65.60
2025 Q2 REDUCED 33,906 -1,401 -4.0% 0.19% $2.2M $62.09
2025 Q1 REDUCED 35,307 -1,219 -3.3% 0.24% $2.3M $63.48
2024 Q4 REDUCED 36,526 -9,558 -20.7% 0.22% $2.3M $60.12
2024 Q1 REDUCED 46,084 -4,349 -8.6% 0.40% $2.7M $55.67
2023 Q4 REDUCED 50,433 -69,370 -57.9% 0.50% $2.9M $52.52
2023 Q3 REDUCED 119,803 -95,187 -44.3% 1.12% $6.7M $50.98
2023 Q2 REDUCED 214,990 -24,199 -10.1% 2.11% $12.4M $52.03
2022 Q4 ADDED 239,189 +8,904 +3.9% 2.93% $14.8M $55.27
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% of Fund (quarterly)    CDC price (monthly, adj. close)
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