UITB — VICTORY PORTFOLIOS II

Ownership history in PLANNING DIRECTIONS INC  ·  7 quarters on record

This page tracks every 13F SEC filing in which PLANNING DIRECTIONS 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
6.7% (2025 Q4)
Avg. % of fund
4.98%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 280,824 +39,451 +16.3% 6.70% $13.3M $47.00
2025 Q3 ADDED 241,373 +14,032 +6.2% 5.99% $11.5M $46.56
2025 Q2 REDUCED 227,341 -1,482 -0.6% 6.02% $10.7M $45.66
2025 Q1 ADDED 228,823 +11,828 +5.5% 4.59% $10.7M $45.06
3 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% Wealth Advisory Team LLC 5.29% Newman Dignan & Sheerar, Inc. 3Y 7Y 4.77% Pinnacle Wealth Management Group, Inc. 3Y 4.52% Allen Capital Group, LLC 3Y 7Y 4.47% Bogart Wealth, LLC 3Y 7Y 3.78%
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