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Disclosery

CFA VICTORY PORTFOLIOS II

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CMN (fund)

81 managers (81 13F filers) reported a position in CFA shares at 2026-06-30, 3,349,272 shares in all. 11 filers opened a position and 1 filer sold out during the quarter.

Managers
81
13F filers
81
New
11
Added
20
Reduced
27
Sold out
1
Shares held by filers
3,349,272

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY614,159$60.7M<0.01%-8,92813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/346,379$34.2M<0.01%-5,19513F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…227,887$22.5M0.04%-5,05013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC206,343$20.4M0.01%-8,17313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN199,729$19.7M<0.01%-1,18913F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…195,819$19.3M0.01%-42013F-HRTimelineGroup
UBS Group AGin group UBS Group AG193,295$19.1M<0.01%-97813F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…122,321$12.1M0.02%-9913F-HRTimelineGroup
LPL Financial LLC118,900$11.7M<0.01%-2,01013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED112,475$11.1M0.67%-27013F-HRTimeline
Summit Financial, LLC83,820$8.28M0.09%+5,85713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC78,785$7.78M<0.01%+2,37813F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP59,637$5.88M<0.01%+8,68813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC53,512$5.29M0.01%-75413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA52,379$5.17M<0.01%-41,60513F-HRTimelineGroup
NewEdge Advisors, LLC51,001$5.04M0.02%-4,52013F-HRTimeline
Vise Technologies, Inc.50,010$4.94M0.06%new13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV47,741$4.72M0.23%-1,47013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…47,483$4.69M<0.01%+13,62513F-HRTimelineGroup
Larson Financial Group LLC46,205$4.57M0.12%-37113F-HRTimeline
Integrated Wealth Concepts LLC37,410$3.7M0.02%+17,93713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC36,403$3.6M<0.01%+46213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.34,104$3.37M<0.01%-11213F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…32,395$3.2M0.09%+92313F-HRTimelineGroup
Private Advisor Group, LLC31,979$3.16M0.01%-91,33613F-HRTimeline
Cambridge Investment Research Advisors,…30,784$3.04M0.01%+89013F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC20,633$2.04M<0.01%+46013F-HRTimelineGroup
Keystone Financial Group16,806$1.66M0.1%-2,16413F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …13,600$1.35M<0.01%013F-HRTimelineGroup
Rossmore Private Capital12,295$1.21M0.1%-55013F-HRTimeline
Golden State Wealth Management, LLC10,986$1.09M0.1%-1313F-HRTimeline
TBH Global Asset Management, LLC10,333$1.02M0.19%013F-HRTimeline
Smith Thornton Advisors LLC9,893$983K0.43%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP9,292$918K0.04%-43013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC8,744$864K<0.01%+69613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…8,500$845K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC7,878$778K0.01%new13F-HRTimeline
NWF Advisory Services Inc.7,659$757K0.07%013F-HRTimeline
IHT Wealth Management, LLC7,373$728K0.02%-1,34613F-HRTimeline
Claro Advisors Inc.6,706$663K0.07%+22013F-HRTimeline
Cetera Investment Advisers6,059$599K<0.01%-6213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,897$583K<0.01%013F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.4,960$490K0.01%+213F-HRTimeline
Patriot Financial Group Insurance Agenc…4,815$476K0.05%-4,64513F-HRTimeline
Creative Planningin group Creative Planning4,676$462K<0.01%013F-HRTimelineGroup
Waverly Advisors, LLC4,343$429K<0.01%new13F-HRTimeline
HighTower Advisors, LLC4,235$418K<0.01%+13613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp3,858$381K<0.01%+113F-HRTimelineGroup
FMR LLCin group FMR LLC3,751$371K<0.01%+61313F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,743$370K<0.01%013F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC3,410$337K0.15%013F-HRTimeline
OneAscent Family Office, LLCin group OneAscent Financial Services …3,303$326K0.16%013F-HRTimelineGroup
Quantinno Capital Management LP3,271$323K<0.01%-34013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,127$309K0.01%+913F-HRTimelineGroup
Marble Wealth, LLC3,077$304K0.05%-2,15013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO2,669$264K<0.01%013F-HRTimelineGroup
MAI Capital Management2,600$257K<0.01%+1,03213F-HRTimeline
Abel Hall, LLC2,400$237K0.04%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,376$235K<0.01%-99113F-HRTimelineGroup
Seven Springs Wealth Group, LLC2,277$225K0.05%013F-HRTimeline
CALTON & ASSOCIATES, INC.2,272$224K0.03%+313F-HRTimeline
IFP Advisors, Inc1,951$193K<0.01%+213F-HRTimeline
Westside Investment Management, Inc.1,500$148K0.02%013F-HRTimeline
First Bancorp, Inc /ME/1,250$123K0.05%new13F-HRTimeline
MATHER GROUP, LLC.1,197$118K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.960$94.9K0.01%+113F-HRTimeline
CENTRAL TRUST Co618$61.1K<0.01%new13F-HRTimeline
TOP Private Wealth LLC.585$57.8K0.06%13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…440$43.5K<0.01%013F-HRTimelineGroup
BOKF, NAin group BOKF, NA400$39.5K<0.01%new13F-HRTimelineGroup
Key Financial Inc400$39.5K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.315$31.1K0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC300$29.6K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.263$26K<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC133$13.1K<0.01%013F-HRTimelineGroup
COMPASS FINANCIAL MANAGEMENT LLC50$5.1K<0.01%13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.49$4.86K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC48$4.74K<0.01%013F-HRTimeline
Inspire Investing, LLCin group Inspire Investing, LLC21$2.08K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC11$1.09K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd9$889<0.01%new13F-HRTimeline