TOTH FINANCIAL ADVISORY CORP VIK — VIKING HOLDINGS LTD

Ownership history in TOTH FINANCIAL ADVISORY CORP  ·  5 quarters on record

AI Ownership Summary

TOTH FINANCIAL ADVISORY CORP reported VIKING HOLDINGS LTD (VIK) in 5 quarterly 13F filings from 2026 Q1 through 2026 Q3. The latest visible filing shows VIK at 0.00% 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 VIK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TOTH FINANCIAL ADVISORY CORP's position in VIKING HOLDINGS LTD, 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 Q3

VIK was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q3

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.

VIK stock page TOTH FINANCIAL ADVISORY CORP fund profile TOTH FINANCIAL ADVISORY CORP full holdings
How TOTH FINANCIAL ADVISORY CORP held VIK — position size vs. price
% of Fund (quarterly)    VIK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 152 +12 +8.6% 0.00% $12K 2026-10-08 $81.64
2026 Q2 ADDED — — — 140 +40 +40.0% 0.00% $15K 2026-07-14 $97.65
2026 Q2 REDUCED 28.6% -24.2% ✅ 100 -40 -28.6% 0.00% $10K 2026-07-14 $97.65
2026 Q1 ADDED — — — 140 +40 +40.0% 0.00% $10K 2026-04-16 $80.31
2026 Q1 INITIATED — — — 100 — — 0.00% $7K 2026-04-16 $80.31

🏢 Other funds also holding VIK

As of 2026 Q3 — sorted by position size

EASTERN BANK 3Y 7Y 0.36% Central Pacific Bank - Trust Division 0.13% LifeGoal Investments, LLC 0.07% Galvin, Gaustad & Stein, LLC 3Y 0.04% STEPH & CO 3Y 0.03% CONGRESS ASSET MANAGEMENT CO 3Y 7Y 0.01% Farther Finance Advisors, LLC 3Y 0.0% Versant Capital Management, Inc 3Y 7Y 0.0% CoreCap Advisors, LLC 3Y 0.0% GAMMA Investing LLC 0.0%

FAQ About TOTH FINANCIAL ADVISORY CORP and VIK

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

How long has TOTH FINANCIAL ADVISORY CORP reported owning VIK?

TOTH FINANCIAL ADVISORY CORP reported VIK across 5 quarterly 13F filings, from 2026 Q1 through 2026 Q3.

What was the largest reported VIK position in TOTH FINANCIAL ADVISORY CORP's portfolio?

The largest reported portfolio weight for VIK was 0.00% in 2026 Q2.

What is the latest reported VIK position on this page?

The most recent filing on this page is 2026 Q3, when TOTH FINANCIAL ADVISORY CORP reported 152 shares, equal to 0.00% of portfolio, with an estimated market value of $12K.

What does the chart on this VIK ownership page compare?

The chart compares TOTH FINANCIAL ADVISORY CORP's quarterly VIK 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 TOTH FINANCIAL ADVISORY CORP time their VIK position?

Based on 13F filing dates vs. subsequent VIK price moves, TOTH FINANCIAL ADVISORY CORP correctly timed 2 out of 4 reported position changes (50%).

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