USVM — VICTORY PORTFOLIOS II

Ownership history in Vise Technologies, Inc.  ·  3 quarters on record

This page tracks every 13F SEC filing in which Vise Technologies, Inc. reported a position in VICTORY PORTFOLIOS II (USVM). 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
0.29% (2025 Q2)
Avg. % of fund
0.19%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 81,966 +44,171 +116.9% 0.15% $7.5M $90.98
2025 Q3 REDUCED 37,795 -46,257 -55.0% 0.13% $3.4M $89.62
2025 Q2 INITIATED 84,052 — — 0.29% $7.1M $82.56
% of Fund (quarterly)    USVM price (monthly, adj. close)

Other funds also holding USVM

As of 2025 Q4 — sorted by position size

Blue Water Asset Management 6.36% Anderson Financial Strategies, LLC 4.56% Systelligence, LLC 3Y 2.05% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 1.13% Beacon Financial Advisory LLC 3Y 0.6% Cerity Partners LLC 3Y 7Y 0.19% Trilogy Capital Inc. 3Y 7Y 0.12% NorthCrest Asset Manangement, LLC 3Y 0.09% VICTORY CAPITAL MANAGEMENT INC 3Y 7Y 0.07% MONEY CONCEPTS CAPITAL CORP 3Y 0.02%
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