UITB β€” VICTORY PORTFOLIOS II

Ownership history in NICOLET ADVISORY SERVICES, LLC  Β·  7 quarters on record

AI Ownership Summary

NICOLET ADVISORY SERVICES, LLC reported VICTORY PORTFOLIOS II (UITB) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 1.58% in 2025 Q1. The latest visible filing shows UITB at 1.24% 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 UITB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NICOLET ADVISORY 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
2025 Q4

UITB was reported at 1.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.58% in 2025 Q1

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

Time in book
Holding Window
2024 Q2 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 NICOLET ADVISORY SERVICES, LLC held UITB β€” position size vs. price
% of Fund (quarterly)    UITB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 389,946 +35,216 +9.9% 1.24% $18.5M 2026-02-14 (Est.) $47.65
2025 Q3 ADDED 354,730 +8,157 +2.4% 1.31% $16.9M 2025-11-13 $46.81
2025 Q2 ADDED 346,573 +1,500 +0.4% 1.39% $16.4M 2025-08-13 $46.01
2025 Q1 REDUCED 345,073 -7,583 -2.2% 1.58% $15.9M 2025-05-08 $44.81
2024 Q4 ADDED 352,656 +9,395 +2.7% 1.47% $16.0M 2025-02-12 $43.89
2024 Q3 ADDED 343,261 +20,112 +6.2% 1.55% $16.4M 2024-11-12 $43.88
2024 Q2 INITIATED 323,149 β€” β€” 1.43% $15.0M 2024-08-14 $44.61

FAQ About NICOLET ADVISORY SERVICES, LLC and UITB

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

How long has NICOLET ADVISORY SERVICES, LLC reported owning UITB?

NICOLET ADVISORY SERVICES, LLC reported UITB across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported UITB position in NICOLET ADVISORY SERVICES, LLC's portfolio?

The largest reported portfolio weight for UITB was 1.58% in 2025 Q1.

What is the latest reported UITB position on this page?

The most recent filing on this page is 2025 Q4, when NICOLET ADVISORY SERVICES, LLC reported 389,946 shares, equal to 1.24% of portfolio, with an estimated market value of $18.5M.

What does the chart on this UITB ownership page compare?

The chart compares NICOLET ADVISORY SERVICES, LLC's quarterly UITB 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.

← Back to NICOLET ADVISORY SERVICES, LLC Holdings