Victory Cap Hldgs shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Victory Cap Hldgs (VCTR) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Victory Cap Hldgs
Tip: Access up to 7 years of quarterly data
All positions including Victory Cap Hldgs held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Victory Cap Hldgs by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $35M | 544k | 64.76 |
| 2025-06-30 | $33M | 520k | 63.67 |
| 2025-03-31 | $23M | 395k | 57.87 |
| 2024-12-31 | $11M | 174k | 65.46 |
| 2024-09-30 | $1.4M | 25k | 55.40 |
| 2024-06-30 | $891k | 19k | 47.73 |
| 2024-03-31 | $556k | 13k | 42.43 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management