Victory Portfolios II (CSB): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Victory Portfolios II (CSB) following the 2026 Q1 hedge fund 13F filings?

As of today, CSB has moved -0.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of -1.2%. Since the quarter end (March 31, 2026), CSB gained +4.3% vs +14.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Victory Portfolios II (CSB)

58 + Investors. Track Smart Money conviction in CSB. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — CSB

Based on 59 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their CSB positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

🏔️

At the ownership peak (97% of max)

97% of all-time peak

59 hedge funds hold CSB right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

〰️

Stable — ownership unchanged year-over-year

fund count last 6Q

The number of hedge funds holding CSB is almost the same as a year ago (+1 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.

🟠

More sellers than buyers — 45% buying

28 buying34 selling

Last quarter: 34 funds reduced or exited vs 28 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 7 → 6 → 8 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 15% medium ■ 24% new

36 out of 59 hedge funds have held CSB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

📈

Growing discovery — still being found

8 → 7 → 6 → 8 → 11 new funds/Q

New funds entering each quarter: 7 → 6 → 8 → 11. A growing number of institutions are discovering CSB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 64% veterans vs 27% newcomers

■ 64% veterans ■ 8% 1-2yr ■ 27% new

Entry-cohort mix of 59 holders: 38 (64%) are 2+ year veterans, 5 entered 1–2 years ago, and 16 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds

11 of 59 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in CSB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.7

out of 10

Low Exit Risk

Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	58	60	-3.33%
13F Shares	1M	1M	10.06%
Total Value	$84M	$72M	15.55%
New Positions	10	8	+2
Increased Positions	17	17	-
Closed Positions	12	8	+4
Reduced Positions	22	29	-7
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

-3.33%

13F Shares

10.06%

Total Value

$84M

$72M

15.55%

New Positions

Increased Positions

Closed Positions

Reduced Positions

-7

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

58 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CSB. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 CSB holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Nvest Financial, LLC	2.55%	111,016	$6.9M
2	IAG Wealth Partners, LLC	0.36%	51,513	$3.2M
3	Eagle Strategies LLC	0.35%	47,045	$2.9M
4	Pacific Sun Financial Corp	0.32%	10,710	$661K
5	Intentional Wealth Strategies, LLC	0.32%	5,505	$340K
6	Investors Research Corp	0.31%	26,334	$1.6M
7	Accel Wealth Management	0.20%	12,397	$766K
8	Medallion Wealth Advisors, LLC	0.15%	5,612	$323K
9	Investment Planning Advisors, Inc.	0.13%	7,743	$478K
10	Dynamic Advisor Solutions LLC	0.11%	55,021	$3.4M
11	one8zero8, LLC	0.10%	7,106	$439K
12	Huntleigh Advisors, Inc.	0.09%	8,881	$548K
13	CoreCap Advisors, LLC	0.05%	23,495	$1.5M
14	Fifth Third Securities, INC.	0.05%	11,785	$728K
15	Sovran Advisors, LLC	0.04%	8,361	$543K
16	Vicus Capital	0.04%	7,950	$491K
17	Retiremitten Financial LLC	0.02%	795	$49K
18	Cwm, LLC	0.01%	89,922	$5.6M
19	Western Wealth Management, LLC	0.01%	5,225	$323K
20	Flagship Harbor Advisors, LLC	0.01%	3,450	$213K
21	Rockefeller Capital Management L.P.	0.01%	83,645	$5.2M
22	Robinswood Financial LLC	0.01%	117	$7K
23	Allworth Financial LP	0.01%	29,022	$1.8M
24	Diversify Wealth Management, LLC	0.01%	4,405	$282K
25	HB Wealth Management, LLC	0.00%	6,657	$411K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Victory Portfolios II (CSB)

What does the Smart Money Trend signal show for CSB?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their CSB positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for CSB?

More sellers than buyers — 45% buying: Last quarter: 34 funds reduced or exited vs 28 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for CSB holders?

Elite ownership — 44% AUM from top-100 funds: 11 of 59 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in CSB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CSB?

61% of holders stayed for 2+ years: 36 out of 59 hedge funds have held CSB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Victory Portfolios II (CSB) following the 2026 Q1 hedge fund 13F filings?

As of today, CSB has moved -0.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of -1.2%. Since the quarter end (March 31, 2026), CSB has gained +4.3% vs +14.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Victory Portfolios II (CSB)

Smart Money Signals — CSB

Selling streak — 1 quarter in a row

At the ownership peak (97% of max)

Stable — ownership unchanged year-over-year

More sellers than buyers — 45% buying

Steady new buyers — ~11 new funds per quarter

61% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 64% veterans vs 27% newcomers

Elite ownership — 44% AUM from top-100 funds

Institutional Sentiment Summary — CSB

Hedge Fund Ownership: CSB

Market Analysis: CSB

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: CSB

Is It Too Late to Buy Victory Portfolios II (CSB) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: CSB

Statistics: CSB

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Victory Portfolios II (CSB)

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