ULVM — VICTORY PORTFOLIOS II
As of Q2 2026, 5 SEC-registered investment managers reported holding ULVM (VICTORY PORTFOLIOS II) in their latest 13F filings, with a combined reported value of $4.99M across 46.96K shares. That is +11.3% by share count (+4.75K shares) versus the previous quarter, while reported value moved +23.7%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 4 added to existing stakes. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 26.41K | $2.80M | 0.00% | Add |
| Citadel Advisors history | 16.87K | $1.79M | 0.00% | Add |
| Two Sigma Investments history | 3.20K | $339.79K | 0.00% | New |
| UBS Group AG history | 337 | $35.78K | 0.00% | Add |
| Morgan Stanley history | 141 | $15.01K | 0.00% | Add |
Q1 2026 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 25.86K | $2.47M | 0.00% | Add |
| Citadel Advisors history | 16.07K | $1.53M | 0.00% | Add |
| UBS Group AG history | 146 | $13.94K | 0.00% | New |
| Morgan Stanley history | 140 | $13.37K | 0.00% | Hold |
Q4 2025 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 24.59K | $2.25M | 0.00% | Add |
| Citadel Advisors history | 8.71K | $795.59K | 0.00% | New |
| Morgan Stanley history | 140 | $12.79K | 0.00% | Hold |
Q3 2025 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 23.00K | $2.08M | 0.00% | Add |
| Morgan Stanley history | 140 | $12.68K | 0.00% | Add |
Q2 2025 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 880 | $74.94K | 0.00% | Add |
| UBS Group AG history | 29 | $2.47K | 0.00% | Reduce |
| Morgan Stanley history | 1 | $121 | 0.00% | New |
Q1 2025 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 873 | $70.10K | 0.00% | Add |
| UBS Group AG history | 208 | $16.70K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 49 | $3.94K | 0.00% | Hold |
New Positions (Q2 2026)
- Two Sigma Investments 3.20K sh · $339.79K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 9 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Bank of America Corp | 26.41K | 25.86K | 24.59K | 23.00K | 880 | 873 | 798 | 798 | 715 | 715 | 599 | 599 | — | — | — | — | — | 342 | 342 | 342 |
| Citadel Advisors | 16.87K | 16.07K | 8.71K | — | — | — | — | — | — | — | — | — | — | — | 4.04K | 4.82K | — | — | 25.21K | 19.14K |
| Two Sigma Investments | 3.20K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| UBS Group AG | 337 | 146 | — | — | 29 | 208 | — | 32 | — | 8 | 42 | 795 | 123 | 479 | 2.74K | 2.50K | 876 | 780 | 1.84K | 2.21K |
| Morgan Stanley | 141 | 140 | 140 | 140 | 1 | — | 1 | 199 | 198 | 199 | 198 | 198 | 198 | 198 | 198 | — | — | — | 83 | — |
| Fidelity Management & Research (FMR) | — | — | — | — | — | 49 | 49 | — | — | — | — | — | 29 | — | — | — | — | — | — | — |
| Goldman Sachs Group | — | — | — | — | — | — | — | — | — | — | — | 6.00K | 6.00K | 6.00K | 5.73K | 5.73K | 5.43K | 5.43K | 5.43K | 5.43K |
| Charles Schwab Investment Management | — | — | — | — | — | — | — | — | — | — | 209.94K | 217.03K | 215.47K | 221.42K | 395.71K | 631.79K | 649.36K | 685.09K | 702.62K | 722.50K |
| Wells Fargo & Co | — | — | — | — | — | — | — | — | — | 1 | — | 1 | 1 | — | — | 1 | 1 | 1 | — | 1 |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details