HBC Financial Services, P »

Victory Portfolios Ii shares owned by HBC Financial Services, P

Quarter-by-quarter ownership of Victory Portfolios Ii (VFLO) shares owned by HBC Financial Services, P from 13F filings

Historical chart of HBC Financial Services, P investment in Victory Portfolios Ii

May 2024Jul 2024Sep 2024Nov 2024Jan 202520k40k60k80k100k10001500200025003000
Value ($)Share countHistorical VFLO position of HBC Financial Services, … Source: stockzoa.comValue ($)Share count

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All positions including Victory Portfolios Ii held by HBC Financial Services, P consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Victory Portfolios Ii by HBC Financial Services, P

Quarter filed Position value Share count Share price at filing
2024-12-31 $102k 3.0k 34.00
2024-03-31 $24k 800 30.00

More positions owned by HBC Financial Services, P

iShares Russell 1000 ETF Exchange-Traded Fund (IWB)
iShares Core S&P Mid-Cap ETF Exchange-Traded Fund (IJH)
iShares National Muni Bond ETF Exchange-Traded Fund (MUB)
iShares Core US Aggregate Bond ETF Exchange-Traded Fund (AGG)
Microsoft Corp Stock (MSFT)
Starbucks Corp Stock (SBUX)
Vanguard Small-Cap ETF Exchange-Traded Fund (VB)
Apple Stock (AAPL)
Vanguard Total Stock Market ETF Exchange-Traded Fund (VTI)
Vanguard Dividend Appreciation ETF Exchange-Traded Fund (VIG)
Costco Wholesale Corp Stock (COST)
iShares Core S&P 500 ETF Exchange-Traded Fund (IVV)
Tesla Stock (TSLA)
Amazon.com Stock (AMZN)
Berkshire Hathaway Inc Class B Stock (BRK.B)

View all positions for HBC Financial Services, P

Top funds holding Victory Portfolios Ii

LPL Financial
Bank of America Corporation
Northwestern Mutual Wealth Management Company
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Miracle Mile Advisors
Victory Capital Management
Envestnet Asset Management
Traphagen Investment Advisors
Morgan Stanley
Great Valley Advisor Group
Raymond James Financial
Intl Fcstone
Wells Fargo & Company
Krilogy Financial
Sanctuary Advisors

View all funds holding Victory Portfolios Ii