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Victory Portfolios Ii victoryshs smlcp shares owned by Beacon Financial Advisory

Quarter-by-quarter ownership of Victory Portfolios Ii victoryshs smlcp (USVM) shares owned by Beacon Financial Advisory from 13F filings

Historical chart of Beacon Financial Advisory investment in Victory Portfolios Ii victoryshs smlcp

Tip: Access up to 7 years of quarterly data

All positions including Victory Portfolios Ii victoryshs smlcp held by Beacon Financial Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Victory Portfolios Ii victoryshs smlcp by Beacon Financial Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.3M 27k 85.08
2024-06-30 $877k 11k 77.71

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View all positions for Beacon Financial Advisory

Top funds holding Victory Portfolios Ii victoryshs smlcp

Victory Capital Management
HPM Partners
Trilogy Capital
Systelligence
Beacon Financial Advisory
EWG Elevate
Susquehanna International
Bank of America Corporation
Goldman Sachs Group
Cetera Investment Advisers
Resources Investment Advisors
Royal Bank of Canada
Morgan Stanley
Northwestern Mutual Wealth Management Company
Advisor Group Holdings

View all funds holding Victory Portfolios Ii victoryshs smlcp