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Disclosery

CFA VICTORY PORTFOLIOS II

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CMN (fund)

68 managers (68 13F filers) reported a position in CFA shares at 2025-09-30, 3,468,932 shares in all. 7 filers opened a position and 4 filers sold out during the quarter.

Managers
68
13F filers
68
New
7
Added
19
Reduced
26
Sold out
4
Shares held by filers
3,468,932

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 STANLEY646,173$58.8M<0.01%-15,66713F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/364,657$33.2M<0.01%-15,55713F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN261,683$23.8M<0.01%-8,60013F-HRTimelineGroup
COMERICA BANK252,971$23M0.09%-2,96113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…232,248$21.1M0.01%-55,99113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC223,204$20.3M0.01%-76,87613F-HRTimelineGroup
UBS Group AGin group UBS Group AG170,979$15.6M<0.01%+2,59413F-HRTimelineGroup
Private Advisor Group, LLC133,414$12.1M0.06%-35713F-HRTimeline
LPL Financial LLC116,158$10.6M<0.01%-3,00113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED113,730$10.3M0.77%-7,75813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC109,953$10M<0.01%-1,66113F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC103,199$9.39M<0.01%+36,48113F-HRTimelineGroup
Summit Financial, LLC78,824$7.17M0.11%-7,39413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA63,080$5.74M<0.01%-3,26213F-HRTimelineGroup
NewEdge Advisors, LLC51,369$4.67M0.02%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC50,447$4.59M0.01%+25513F-HRTimeline
Larson Financial Group LLC48,253$4.39M0.15%-1,02613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.47,000$4.26M0.01%-1,15113F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP42,318$3.83M<0.01%+6,42313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC40,076$3.65M<0.01%-5,46513F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…33,434$3.04M0.1%-99213F-HRTimelineGroup
Cambridge Investment Research Advisors,…28,567$2.6M0.01%+113F-HRTimeline
Keystone Financial Group22,056$2.01M0.15%-54713F-HR/ATimeline
Integrated Wealth Concepts LLC18,781$1.71M0.02%-23713F-HRTimeline
Rossmore Private Capital16,875$1.54M0.17%-97513F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …13,600$1.23M<0.01%013F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP12,451$1.13M0.07%-1,08713F-HRTimeline
Golden State Wealth Management, LLC11,148$1.01M0.11%+2513F-HRTimeline
TBH Global Asset Management, LLC10,333$940K0.18%013F-HRTimeline
Smith Thornton Advisors LLC9,899$901K0.47%013F-HRTimeline
Creative Planningin group Creative Planning9,014$820K<0.01%+3713F-HRTimelineGroup
IHT Wealth Management, LLC8,719$793K0.02%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC7,994$727K<0.01%+2713F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP7,837$713K<0.01%013F-HRTimelineGroup
NWF Advisory Services Inc.7,659$697K0.08%013F-HRTimeline
Cetera Investment Advisers6,686$608K<0.01%+1,82913F-HRTimeline
HRT FINANCIAL LP6,443$586K<0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,038$549K<0.01%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…5,940$540K<0.01%new13F-HRTimelineGroup
Claro Advisors Inc.5,936$540K0.08%+1,28413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…5,469$498K0.01%+11813F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC5,039$458K0.27%013F-HRTimeline
Patriot Financial Group Insurance Agenc…4,675$425K0.05%013F-HRTimeline
OneAscent Family Office, LLCin group OneAscent Financial Services …4,368$397K0.32%013F-HRTimelineGroup
TruWealth Advisors, LLC4,343$395K0.02%013F-HRTimeline
HighTower Advisors, LLC4,097$373K<0.01%-16813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP3,990$363K<0.01%-53,03213F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp3,857$351K<0.01%new13F-HRTimelineGroup
Quantinno Capital Management LP3,810$347K<0.01%+44913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,743$341K<0.01%013F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,100$282K0.01%+913F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…3,007$274K<0.01%-33213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…2,836$258K<0.01%-4,11313F-HRTimelineGroup
Seven Springs Wealth Group, LLC2,277$207K0.05%013F-HRTimeline
CALTON & ASSOCIATES, INC.2,264$206K0.03%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,111$192K<0.01%-1913F-HR/ATimelineGroup
IFP Advisors, Inc1,944$177K<0.01%-19913F-HR/ATimeline
FMR LLCin group FMR LLC1,729$157K<0.01%+52613F-HRTimelineGroup
Westside Investment Management, Inc.1,500$136K0.02%+42313F-HRTimeline
GPS Wealth Strategies Group, LLC1,354$123K0.01%+213F-HRTimeline
MATHER GROUP, LLC.1,197$109K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC963$88K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.957$87.1K0.01%+113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…438$39.8K<0.01%+113F-HRTimelineGroup
Key Financial Inc400$36.4K0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…172$15.6K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC131$11.9K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…15$1.36K<0.01%+813F-HRTimelineGroup