Legacy Capital Group California, Inc. VFLO — VICTORY PORTFOLIOS II

Ownership history in Legacy Capital Group California, Inc.  ·  8 quarters on record

AI Ownership Summary

Legacy Capital Group California, Inc. reported VICTORY PORTFOLIOS II (VFLO) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 1.62% in 2026 Q1. The latest visible filing shows VFLO at 1.34% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VFLO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Legacy Capital Group California, Inc.'s position in VICTORY PORTFOLIOS II, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

VFLO was reported at 1.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.62% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VFLO stock page Legacy Capital Group California, Inc. fund profile Legacy Capital Group California, Inc. full holdings
How Legacy Capital Group California, Inc. held VFLO — position size vs. price
% of Fund (quarterly)    VFLO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 97,216 -10,866 -10.1% 1.34% $4.4M 2026-07-29 $50.19
2026 Q1 ADDED — — — 108,082 +2,277 +2.2% 1.62% $4.3M 2026-05-04 $42.56
2025 Q4 REDUCED — — — 105,805 -3,802 -3.5% 1.01% $4.2M 2026-01-28 $39.51
2025 Q3 REDUCED — — — 109,607 -1,029 -0.9% 1.05% $4.1M 2025-11-12 $38.23
2025 Q2 REDUCED — — — 110,636 -1,896 -1.7% 1.08% $3.9M 2025-07-14 $35.28
2025 Q1 ADDED — — — 112,532 +21,753 +24.0% 1.34% $3.9M 2025-05-09 $32.84
2024 Q4 ADDED — — — 90,779 +29,677 +48.6% 0.94% $3.1M 2025-02-03 $34.63
2024 Q3 INITIATED — — — 61,102 — — 0.68% $2.0M 2024-10-23 $32.18

🏢 Other funds also holding VFLO

As of 2026 Q2 — sorted by position size

Wilkerson Advisory Group LLC 8.28% Curry Webb Wealth Management LLC 7.79% TRAPHAGEN INVESTMENT ADVISORS LLC 7.09% Sowa Financial Group, Inc. 3Y 6.99% ADAPT WEALTH ADVISORS, LLC 6.2% Financial Designs Corp 3Y 5.31% Goldstein Advisors, LLC 3Y 5.1% Landmark Wealth Management, LLC 3Y 4.73% GERBER, LLC 4.4% ATLANTIC FAMILY WEALTH, LLC 4.29%

FAQ About Legacy Capital Group California, Inc. and VFLO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Legacy Capital Group California, Inc. reported owning VFLO?

Legacy Capital Group California, Inc. reported VFLO across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported VFLO position in Legacy Capital Group California, Inc.'s portfolio?

The largest reported portfolio weight for VFLO was 1.62% in 2026 Q1.

What is the latest reported VFLO position on this page?

The most recent filing on this page is 2026 Q2, when Legacy Capital Group California, Inc. reported 97,216 shares, equal to 1.34% of portfolio, with an estimated market value of $4.4M.

What does the chart on this VFLO ownership page compare?

The chart compares Legacy Capital Group California, Inc.'s quarterly VFLO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Legacy Capital Group California, Inc. time their VFLO position?

Based on 13F filing dates vs. subsequent VFLO price moves, Legacy Capital Group California, Inc. correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on VFLO relative to SPY over the holding period was +554.2%.

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