Nvest Financial, LLC CSB — VICTORY PORTFOLIOS II

Ownership history in Nvest Financial, LLC  ·  4 quarters on record

AI Ownership Summary

Nvest Financial, LLC reported VICTORY PORTFOLIOS II (CSB) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 2.55% in 2026 Q1. The latest visible filing shows CSB at 2.55% 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 CSB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Nvest Financial, 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

CSB was reported at 2.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.55% 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 Q2 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.

CSB stock page Nvest Financial, LLC fund profile Nvest Financial, LLC full holdings
How Nvest Financial, LLC held CSB — position size vs. price
% of Fund (quarterly)    CSB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 111,016 +96,718 +676.4% 2.55% $6.9M 2026-04-28 $64.77
2025 Q4 ADDED — — — 14,298 +5,254 +58.1% 0.35% $838K 2026-02-10 $63.51
2025 Q3 ADDED — — — 9,044 +4,167 +85.4% 0.31% $535K 2025-11-13 $56.95
2025 Q2 INITIATED — — — 4,877 — — 0.14% $270K 2025-07-28 $55.89

🏢 Other funds also holding CSB

As of 2026 Q1 — sorted by position size

IAG Wealth Partners, LLC 3Y 0.36% Eagle Strategies LLC 3Y 0.35% PACIFIC SUN FINANCIAL CORP 3Y 7Y 0.32% Intentional Wealth Strategies, LLC 0.32% Investors Research Corp 3Y 7Y 0.31% Accel Wealth Management 3Y 0.2% Medallion Wealth Advisors, LLC 0.15% Investment Planning Advisors, Inc. 0.13% Dynamic Advisor Solutions LLC 3Y 7Y 0.11% one8zero8, LLC 0.1%

FAQ About Nvest Financial, LLC and CSB

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

How long has Nvest Financial, LLC reported owning CSB?

Nvest Financial, LLC reported CSB across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported CSB position in Nvest Financial, LLC's portfolio?

The largest reported portfolio weight for CSB was 2.55% in 2026 Q1.

What is the latest reported CSB position on this page?

The most recent filing on this page is 2026 Q1, when Nvest Financial, LLC reported 111,016 shares, equal to 2.55% of portfolio, with an estimated market value of $6.9M.

What does the chart on this CSB ownership page compare?

The chart compares Nvest Financial, LLC'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.

How well did Nvest Financial, LLC time their CSB position?

Based on 13F filing dates vs. subsequent CSB price moves, Nvest Financial, LLC correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on CSB relative to SPY over the holding period was +3.8%.

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