CFA β€” VICTORY PORTFOLIOS II

Ownership history in SILVER OAK SECURITIES, INCORPORATED  Β·  15 quarters on record

AI Ownership Summary

SILVER OAK SECURITIES, INCORPORATED reported VICTORY PORTFOLIOS II (CFA) in 15 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.6% in 2024 Q1. The latest visible filing shows CFA at 0.70% 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 SILVER OAK SECURITIES, INCORPORATED'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

CFA was reported at 0.70% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.6% 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 Q4 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 SILVER OAK SECURITIES, INCORPORATED 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 113,311 -419 -0.4% 0.70% $10.4M 2026-02-14 (Est.) $95.46
2025 Q3 REDUCED 113,730 -7,758 -6.4% 0.77% $10.3M 2025-10-21 $90.48
2025 Q2 REDUCED 121,488 -3,364 -2.7% 0.87% $10.7M 2025-07-11 $87.73
2024 Q4 REDUCED 124,852 -1,136 -0.9% 0.99% $10.6M 2025-01-27 $87.00
2024 Q3 REDUCED 125,988 -1,666 -1.3% 1.14% $10.8M 2024-10-23 $84.66
2024 Q2 REDUCED 127,654 -665 -0.5% 1.52% $10.1M 2024-07-12 $79.33
2024 Q1 REDUCED 128,319 -629 -0.5% 1.60% $10.4M 2024-05-10 $78.14
2023 Q4 REDUCED 128,948 -3,443 -2.6% 1.29% $9.6M 2024-02-05 $73.09
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About SILVER OAK SECURITIES, INCORPORATED and CFA

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

How long has SILVER OAK SECURITIES, INCORPORATED reported owning CFA?

SILVER OAK SECURITIES, INCORPORATED reported CFA across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported CFA position in SILVER OAK SECURITIES, INCORPORATED's portfolio?

The largest reported portfolio weight for CFA was 1.60% in 2024 Q1.

What is the latest reported CFA position on this page?

The most recent filing on this page is 2025 Q4, when SILVER OAK SECURITIES, INCORPORATED reported 113,311 shares, equal to 0.70% of portfolio, with an estimated market value of $10.4M.

What does the chart on this CFA ownership page compare?

The chart compares SILVER OAK SECURITIES, INCORPORATED'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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