UITB — VICTORY PORTFOLIOS II

Ownership history in Pinnacle Wealth Management Group, Inc.  ·  6 quarters on record

This page tracks every 13F SEC filing in which Pinnacle Wealth Management Group, Inc. reported a position in VICTORY PORTFOLIOS II (UITB). 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
5.53% (2025 Q1)
Avg. % of fund
4.72%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 191,227 +8,886 +4.9% 4.52% $9.1M $47.00
2025 Q3 ADDED 182,341 +6,378 +3.6% 4.44% $8.7M $46.56
2025 Q2 ADDED 175,963 +7,108 +4.2% 4.75% $8.3M $45.66
2025 Q1 ADDED 168,855 +7,574 +4.7% 5.53% $7.9M $45.06
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    UITB price (monthly, adj. close)

Other funds also holding UITB

As of 2025 Q4 — sorted by position size

NORTHEAST PLANNING ASSOCIATES, INC. / NH / 13.73% Alliance Wealth Advisors, LLC 3Y 11.17% Cyr Financial Inc. 7.61% UNITED SERVICES AUTOMOBILE ASSOCIATION 3Y 7Y 7.26% Blue Water Asset Management 7.05% PLANNING DIRECTIONS INC 3Y 7Y 6.7% Wealth Advisory Team LLC 5.29% Newman Dignan & Sheerar, Inc. 3Y 7Y 4.77% Allen Capital Group, LLC 3Y 7Y 4.47% Bogart Wealth, LLC 3Y 7Y 3.78%
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