CFA β€” VICTORYSHARES US

Ownership history in Keystone Financial Group  Β·  29 quarters on record

AI Ownership Summary

Keystone Financial Group reported VICTORYSHARES US (CFA) in 29 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.32% in 2024 Q1. The latest visible filing shows CFA at 0.14% 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 CFA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Keystone Financial Group's position in VICTORYSHARES US, 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

CFA was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% in 2024 Q1

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 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 Keystone Financial Group held CFA β€” position size vs. price
% of Fund (quarterly)    CFA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 20,963 -1,640 -7.3% 0.14% $1.9M 2026-02-14 (Est.) $95.46
2025 Q3 UNCHANGED 22,603 β€” 0% 0.18% $2.0M 2025-11-14 $89.14
2025 Q2 REDUCED 22,603 -1,157 -4.9% 0.18% $2.0M 2025-08-13 $89.38
2025 Q1 REDUCED 23,760 -2,429 -9.3% 0.20% $2.0M 2025-05-13 $85.05
2024 Q4 REDUCED 26,189 -1,138 -4.2% 0.22% $2.2M 2025-02-13 $86.89
2024 Q1 ADDED 27,327 +12,914 +89.6% 0.32% $2.2M 2024-05-08 $77.36
2023 Q4 REDUCED 14,413 -3,567 -19.8% 0.19% $1.1M 2024-02-09 $74.10
2023 Q3 ADDED 17,980 +858 +5.0% 0.21% $1.2M 2023-11-06 $65.74
21 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Keystone Financial Group and CFA

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

How long has Keystone Financial Group reported owning CFA?

Keystone Financial Group reported CFA across 8 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported CFA position in Keystone Financial Group's portfolio?

The largest reported portfolio weight for CFA was 0.32% in 2024 Q1.

What is the latest reported CFA position on this page?

The most recent filing on this page is 2025 Q4, when Keystone Financial Group reported 20,963 shares, equal to 0.14% of portfolio, with an estimated market value of $1.9M.

What does the chart on this CFA ownership page compare?

The chart compares Keystone Financial Group's quarterly CFA 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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