MODL β€” VICTORY PORTFOLIOS II

Ownership history in Tradition Wealth Management, LLC  Β·  8 quarters on record

AI Ownership Summary

Tradition Wealth Management, LLC reported VICTORY PORTFOLIOS II (MODL) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.27% in 2025 Q4. The latest visible filing shows MODL at 0.27% 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 MODL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Tradition Wealth Management, LLC'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

MODL was reported at 0.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.27% in 2025 Q4

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

Time in book
Holding Window
2024 Q1 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 Tradition Wealth Management, LLC held MODL β€” position size vs. price
% of Fund (quarterly)    MODL 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 ADDED 80,136 +8,394 +11.7% 0.27% $3.8M 2026-02-14 (Est.) $46.94
2025 Q3 ADDED 71,742 +7,032 +10.9% 0.25% $3.3M 2025-11-13 $46.59
2025 Q2 ADDED 64,710 +10,190 +18.7% 0.22% $2.8M 2025-08-12 $44.29
2025 Q1 ADDED 54,520 +13,882 +34.2% 0.19% $2.1M 2025-05-14 $40.47
2024 Q4 ADDED 40,638 +15,162 +59.5% 0.14% $1.6M 2025-02-13 $41.91
2024 Q3 ADDED 25,476 +7,200 +39.4% 0.09% $1.0M 2024-11-14 $40.13
2024 Q2 ADDED 18,276 +4,326 +31.0% 0.07% $683K 2024-08-12 $36.12
2024 Q1 INITIATED 13,950 β€” β€” 0.05% $499K 2024-05-13 $35.09

FAQ About Tradition Wealth Management, LLC and MODL

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

How long has Tradition Wealth Management, LLC reported owning MODL?

Tradition Wealth Management, LLC reported MODL across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported MODL position in Tradition Wealth Management, LLC's portfolio?

The largest reported portfolio weight for MODL was 0.27% in 2025 Q4.

What is the latest reported MODL position on this page?

The most recent filing on this page is 2025 Q4, when Tradition Wealth Management, LLC reported 80,136 shares, equal to 0.27% of portfolio, with an estimated market value of $3.8M.

What does the chart on this MODL ownership page compare?

The chart compares Tradition Wealth Management, LLC's quarterly MODL 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.

← Back to Tradition Wealth Management, LLC Holdings