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Disclosery

CFA VICTORY PORTFOLIOS II

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CMN (fund)

71 managers (71 13F filers) reported a position in CFA shares at 2026-03-31, 3,417,614 shares in all. 3 filers opened a position and 4 filers sold out during the quarter.

Managers
71
13F filers
71
New
3
Added
28
Reduced
21
Sold out
4
Shares held by filers
3,417,614

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 STANLEY623,087$57M<0.01%-16,66013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/351,574$32.2M<0.01%-12,64113F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…232,937$21.3M0.04%+232,76513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC214,516$19.6M0.01%+89213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN200,918$18.4M<0.01%-7,33213F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…196,239$18M0.01%-44,52313F-HRTimelineGroup
UBS Group AGin group UBS Group AG194,273$17.8M<0.01%+26,96713F-HRTimelineGroup
Private Advisor Group, LLC123,315$11.3M0.05%-8,32613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…122,420$11.2M0.02%+1,92013F-HRTimelineGroup
LPL Financial LLC120,910$11.1M<0.01%+3,54013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED112,745$10.3M0.75%-56613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA93,984$8.6M<0.01%-1,66413F-HRTimelineGroup
Summit Financial, LLC77,963$7.13M0.09%+1,80413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC76,407$6.99M<0.01%+2,93113F-HRTimelineGroup
NewEdge Advisors, LLC55,521$5.08M0.02%-1,66013F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC54,266$4.96M0.01%+1,41813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP50,949$4.58M<0.01%+4,30613F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV49,211$4.5M0.23%-2,22013F-HRTimeline
Larson Financial Group LLC46,576$4.26M0.14%-60813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC35,941$3.29M<0.01%-2,11513F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.34,216$3.13M<0.01%-2,12113F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…33,858$3.1M<0.01%+15,70413F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…31,472$2.88M0.09%-1,15313F-HRTimelineGroup
Cambridge Investment Research Advisors,…29,894$2.73M0.01%+29713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC20,173$1.85M<0.01%+6313F-HRTimelineGroup
Integrated Wealth Concepts LLC19,473$1.78M0.01%+28013F-HRTimeline
Keystone Financial Group18,970$1.74M0.12%-1,99313F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …13,600$1.25M<0.01%013F-HRTimelineGroup
Rossmore Private Capital12,845$1.18M0.1%-3,85013F-HRTimeline
Golden State Wealth Management, LLC10,999$1.01M0.11%-10813F-HRTimeline
TBH Global Asset Management, LLC10,333$945K0.19%013F-HRTimeline
Smith Thornton Advisors LLC9,893$905K0.46%-613F-HRTimeline
MONEY CONCEPTS CAPITAL CORP9,722$889K0.05%-1,31513F-HRTimeline
Patriot Financial Group Insurance Agenc…9,460$865K0.05%+4,63013F-HRTimeline
IHT Wealth Management, LLC8,719$798K0.02%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…8,500$782K<0.01%new13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC8,048$736K<0.01%+2013F-HRTimelineGroup
NWF Advisory Services Inc.7,659$701K0.08%+1,47013F-HRTimeline
Claro Advisors Inc.6,486$593K0.07%+55013F-HRTimeline
Cetera Investment Advisers6,121$560K<0.01%+613F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,897$539K<0.01%013F-HRTimelineGroup
Marble Wealth, LLC5,227$478K0.08%+1113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…4,958$454K0.01%+213F-HRTimelineGroup
Creative Planningin group Creative Planning4,676$428K<0.01%013F-HRTimelineGroup
TruWealth Advisors, LLC4,343$397K0.02%013F-HRTimeline
HighTower Advisors, LLC4,099$375K<0.01%-57513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp3,857$353K<0.01%-113F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,743$342K<0.01%013F-HRTimelineGroup
Quantinno Capital Management LP3,611$330K<0.01%-19313F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC3,410$312K0.17%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,367$303K<0.01%+1,26013F-HR/ATimelineGroup
OneAscent Family Office, LLCin group OneAscent Financial Services …3,303$302K0.21%013F-HRTimelineGroup
FMR LLCin group FMR LLC3,138$287K<0.01%+1,40913F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,118$285K0.01%+613F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO2,669$244K<0.01%013F-HRTimelineGroup
Seven Springs Wealth Group, LLC2,277$208K0.05%013F-HRTimeline
CALTON & ASSOCIATES, INC.2,269$208K0.03%+213F-HRTimeline
IFP Advisors, Inc1,949$178K<0.01%+213F-HRTimeline
MAI Capital Management1,568$143K<0.01%new13F-HRTimeline
Westside Investment Management, Inc.1,500$137K0.02%013F-HRTimeline
MATHER GROUP, LLC.1,197$109K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC963$88.1K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.959$87.8K0.01%+113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…440$40.2K<0.01%+113F-HR/ATimelineGroup
Key Financial Inc400$36.6K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.263$24.1K<0.01%+15513F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC133$12.2K<0.01%13F-HRTimelineGroup
AE Wealth Management LLC48$4.39K<0.01%013F-HRTimeline
Inspire Investing, LLCin group Inspire Investing, LLC21$1.92K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC11$1.01K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7$640<0.01%013F-HRTimelineGroup