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Disclosery

CFA VICTORY PORTFOLIOS II

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CMN (fund)

69 managers (69 13F filers) reported a position in CFA shares at 2025-06-30, 3,631,466 shares in all. 6 filers opened a position and 4 filers sold out during the quarter.

Managers
69
13F filers
69
New
6
Added
19
Reduced
27
Sold out
4
Shares held by filers
3,631,466

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 STANLEY661,840$58.2M<0.01%-33,38413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/380,214$33.4M<0.01%-12,37813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC300,080$26.4M0.01%-2,71613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…288,239$25.4M0.02%+5,92013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN270,283$23.8M0.01%-4,05413F-HRTimelineGroup
COMERICA BANK255,932$22.5M0.09%-4,52213F-HRTimeline
UBS Group AGin group UBS Group AG168,385$14.8M<0.01%-48113F-HRTimelineGroup
Private Advisor Group, LLC133,771$11.8M0.06%-45113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED121,488$10.7M0.89%-1,43913F-HRTimeline
LPL Financial LLC119,159$10.5M<0.01%-1,28113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC111,614$9.82M<0.01%-13313F-HRTimelineGroup
Summit Financial, LLC86,218$7.58M0.17%+3,04613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC66,718$5.87M<0.01%+8,95113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA66,342$5.83M<0.01%+2,69113F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP57,022$5.02M<0.01%-70013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC50,192$4.42M0.01%-54513F-HRTimeline
Larson Financial Group LLC49,279$4.33M0.17%-28713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.48,151$4.24M0.01%-5,73813F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC45,541$4.01M<0.01%-14,66213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP35,895$3.14M<0.01%+8,27413F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…34,426$3.03M0.11%-15313F-HRTimelineGroup
Cambridge Investment Research Advisors,…28,566$2.51M0.01%+1113F-HRTimeline
Keystone Financial Group22,603$1.99M0.18%-1,15713F-HRTimeline
Integrated Wealth Concepts LLC19,018$1.67M0.02%+1,22313F-HRTimeline
Rossmore Private Capital17,850$1.57M0.18%-2,40013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …13,600$1.2M<0.01%013F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP13,538$1.19M0.08%-66313F-HRTimeline
Sanctuary Advisors, LLC11,287$993K0.01%+2013F-HRTimeline
Golden State Wealth Management, LLC11,123$978K0.12%-31313F-HRTimeline
TBH Global Asset Management, LLC10,333$909K0.19%013F-HRTimeline
Smith Thornton Advisors LLC9,899$871K0.5%-1,67413F-HRTimeline
Creative Planningin group Creative Planning8,977$790K<0.01%+6613F-HRTimelineGroup
IHT Wealth Management, LLC8,719$767K0.02%-7413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC7,967$701K<0.01%+2813F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP7,837$689K<0.01%013F-HRTimelineGroup
NWF Advisory Services Inc.7,659$674K0.08%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,949$611K<0.01%+4,08913F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…5,351$471K0.01%-5613F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC5,039$443K0.28%013F-HRTimeline
Cetera Investment Advisers4,857$427K<0.01%-19413F-HRTimeline
Patriot Financial Group Insurance Agenc…4,675$411K0.05%013F-HRTimeline
Claro Advisors Inc.4,652$409K0.07%new13F-HRTimeline
OneAscent Family Office, LLCin group OneAscent Financial Services …4,368$384K0.36%013F-HRTimelineGroup
TruWealth Advisors, LLC4,343$382K0.02%013F-HRTimeline
HighTower Advisors, LLC4,265$375K<0.01%+67813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,743$329K<0.01%new13F-HRTimelineGroup
Quantinno Capital Management LP3,361$296K<0.01%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…3,339$294K0.01%new13F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,091$272K0.01%+913F-HRTimelineGroup
Atria Wealth Solutions, Inc.2,960$260K0.01%013F-HRTimeline
Good Life Advisors, LLC2,934$258K0.02%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.2,505$220K<0.01%013F-HRTimeline
Seven Springs Wealth Group, LLC2,277$200K0.05%new13F-HRTimeline
IFP Advisors, Inc2,143$188K0.01%+313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,130$187K<0.01%+1,81313F-HRTimelineGroup
Financial Management Professionals, Inc.1,711$150K0.02%new13F-HRTimeline
GPS Wealth Strategies Group, LLC1,352$119K0.01%+213F-HRTimeline
FMR LLCin group FMR LLC1,203$106K<0.01%-20513F-HRTimelineGroup
Westside Investment Management, Inc.1,077$94.7K0.02%-1,71113F-HRTimeline
CWM, LLCin group CWM, LLC963$85K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.956$84K0.01%+37913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…437$38.4K<0.01%+113F-HRTimelineGroup
Key Financial Inc400$35.2K0.01%013F-HRTimeline
Parallel Advisors, LLC250$22K<0.01%-20013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…172$15.1K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC131$11.5K<0.01%013F-HRTimeline
Global Retirement Partners, LLC60$5.29K<0.01%13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7$616<0.01%+313F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.