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Disclosery

CFA VICTORY PORTFOLIOS II

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CMN (fund)

72 managers (72 13F filers) reported a position in CFA shares at 2025-12-31, 3,488,178 shares in all. 7 filers opened a position and 4 filers sold out during the quarter.

Managers
72
13F filers
72
New
7
Added
20
Reduced
31
Sold out
4
Shares held by filers
3,488,178

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 STANLEY639,747$58.2M<0.01%-6,42613F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/364,215$33.1M<0.01%-44213F-HRTimelineGroup
COMERICA BANK251,800$22.9M0.09%-1,17113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…240,762$21.9M0.01%+8,51413F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC213,624$19.4M0.01%-9,58013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN208,250$19M<0.01%-53,43313F-HRTimelineGroup
UBS Group AGin group UBS Group AG167,306$15.2M<0.01%-3,67313F-HRTimelineGroup
Private Advisor Group, LLC131,641$12M0.06%-1,77313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…120,500$11M0.02%+114,56013F-HR/ATimelineGroup
LPL Financial LLC117,370$10.7M<0.01%+1,21213F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED113,311$10.4M0.7%-41913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA95,648$8.71M<0.01%+32,56813F-HRTimelineGroup
Summit Financial, LLC76,159$6.93M0.1%-2,66513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC73,476$6.69M<0.01%-29,72313F-HR/ATimelineGroup
NewEdge Advisors, LLC57,181$5.2M0.02%+5,81213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC52,848$4.81M0.01%+2,40113F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV51,431$4.68M0.25%new13F-HRTimeline
Larson Financial Group LLC47,184$4.29M0.14%-1,06913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP46,643$4.24M<0.01%+4,32513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC38,056$3.46M<0.01%-2,02013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.36,337$3.31M<0.01%-10,66313F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…32,625$2.97M0.1%-80913F-HRTimelineGroup
Cambridge Investment Research Advisors,…29,597$2.69M0.01%+1,03013F-HRTimeline
Keystone Financial Group20,963$1.91M0.14%-1,09313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC20,110$1.83M<0.01%-89,84313F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC19,322$1.76M<0.01%+13,28413F-HRTimelineGroup
Integrated Wealth Concepts LLC19,193$1.75M0.02%+41213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…18,154$1.65M<0.01%+15,31813F-HRTimelineGroup
Rossmore Private Capital16,695$1.52M0.14%-18013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …13,600$1.25M<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC11,107$1.01M0.11%-4113F-HRTimeline
MONEY CONCEPTS CAPITAL CORP11,037$1M0.06%-1,41413F-HRTimeline
TBH Global Asset Management, LLC10,333$940K0.16%013F-HRTimeline
Smith Thornton Advisors LLC9,899$901K0.46%013F-HRTimeline
IHT Wealth Management, LLC8,719$796K0.02%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC8,028$731K<0.01%+3413F-HRTimelineGroup
NWF Advisory Services Inc.6,189$563K0.06%-1,47013F-HRTimeline
Cetera Investment Advisers6,115$557K<0.01%-57113F-HRTimeline
Claro Advisors Inc.5,936$540K0.07%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,897$537K<0.01%-1,94013F-HRTimelineGroup
Marble Wealth, LLC5,216$475K0.07%13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…4,956$451K0.01%-51313F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…4,830$440K0.05%+15513F-HRTimeline
Creative Planningin group Creative Planning4,676$426K<0.01%-4,33813F-HRTimelineGroup
HighTower Advisors, LLC4,674$425K<0.01%+57713F-HRTimeline
TruWealth Advisors, LLC4,343$395K0.02%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp3,858$351K<0.01%+113F-HRTimelineGroup
Quantinno Capital Management LP3,804$346K<0.01%-613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,743$341K<0.01%013F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC3,410$310K0.17%-1,62913F-HRTimeline
OneAscent Family Office, LLCin group OneAscent Financial Services …3,303$301K0.2%-1,06513F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,112$283K0.01%+1213F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…2,707$246K<0.01%-30013F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO2,669$243K<0.01%new13F-HRTimelineGroup
Seven Springs Wealth Group, LLC2,277$207K0.06%013F-HRTimeline
CALTON & ASSOCIATES, INC.2,267$206K0.03%+313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,107$192K<0.01%-413F-HRTimelineGroup
IFP Advisors, Inc1,947$177K<0.01%+313F-HRTimeline
FMR LLCin group FMR LLC1,729$157K<0.01%013F-HRTimelineGroup
Westside Investment Management, Inc.1,500$137K0.02%013F-HRTimeline
CWM, LLCin group CWM, LLC963$88K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.958$87.2K0.01%+113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC903$82.1K<0.01%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…439$39.9K<0.01%+113F-HRTimelineGroup
Key Financial Inc400$36.4K0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…172$15.7K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.108$9.83K<0.01%new13F-HRTimeline
AE Wealth Management LLC48$4.37K<0.01%new13F-HRTimeline
Inspire Investing, LLCin group Inspire Investing, LLC21$1.91K<0.01%new13F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC12$1.09K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC11$1K<0.01%-12013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7$637<0.01%-813F-HRTimelineGroup