CIL — VICTORY PORTFOLIOS II

Ownership history in Summit Financial, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Summit Financial, LLC reported a position in VICTORY PORTFOLIOS II (CIL). 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
0.11% (2025 Q3)
Avg. % of fund
0.11%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 132,155 -12,496 -8.6% 0.10% $7.1M $53.98
2025 Q3 INITIATED 144,651 — — 0.11% $7.5M $51.37
% of Fund (quarterly)    CIL price (monthly, adj. close)

Other funds also holding CIL

As of 2025 Q4 — sorted by position size

FLOW TRADERS U.S. LLC 3Y 7Y 0.17% RIVERSEDGE ADVISORS, LLC 3Y 0.1% Keystone Financial Group 3Y 7Y 0.02% VICTORY CAPITAL MANAGEMENT INC 3Y 7Y 0.02% NewEdge Advisors, LLC 3Y 7Y 0.0% Rockefeller Capital Management L.P. 3Y 7Y 0.0% BANK OF AMERICA CORP /DE/ 3Y 7Y 0.0% SEI INVESTMENTS CO 3Y 7Y 0.0% SUSQUEHANNA INTERNATIONAL GROUP, LLP 3Y 7Y 0.0% ENVESTNET ASSET MANAGEMENT INC 3Y 7Y 0.0%
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