UBND · Insider trading · 13F holders · Congress trades
Victory Portfolios II (UBND)
Who is buying and selling UBND: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 14
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
UBND at a glance
- No open-market insider purchases or sales of UBND were filed in the last 90 days.
- 14 13F filers hold UBND among their 50 largest positions, worth $1.0B combined. The biggest bets by portfolio weight are Cahaba Wealth Management, Inc. (11.0%), 1900 Wealth Management LLC (5.4%) and Impact Investors, Inc (4.8%). In their latest 13Fs, 1 manager opened a new position and 6 added to one.
- No member of Congress has disclosed a trade in UBND.
UBND insider trading
No open-market insider purchases or sales of UBND were filed in the last 90 days.
Who owns UBND? Hedge funds and superinvestors
14 13F filers hold UBND among their 50 largest positions, worth $1.0B combined. The biggest bets by portfolio weight are Cahaba Wealth Management, Inc. (11.0%), 1900 Wealth Management LLC (5.4%) and Impact Investors, Inc (4.8%). In their latest 13Fs, 1 manager opened a new position and 6 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Annex Advisory Services, LLCWealth manager | 4.7% | $288.3M | 13,956,506 | -26.2% shares | Q3 2026 |
| Retirement Planning Group, LLCWealth manager | 4.6% | $183.6M | 8,889,916 | +8.9% shares | Q3 2026 |
| Cahaba Wealth Management, Inc.Wealth manager | 11.0% | $183.0M | 8,858,585 | +3.5% shares | Q3 2026 |
| Merit Financial Group, LLCWealth manager | 0.9% | $143.7M | 6,613,845 | +3.6% shares | Q2 2026 |
| 1900 Wealth Management LLCWealth manager | 5.4% | $98.8M | 4,783,130 | +16.6% shares | Q3 2026 |
| Goldstein Advisors, LLCWealth manager | 4.0% | $45.4M | 2,197,698 | +20.4% shares | Q3 2026 |
| Madison Wealth Partners, IncWealth manager | 4.7% | $37.1M | 1,707,703 | +6.5% shares | Q2 2026 |
| Correct Capital Wealth ManagementWealth manager | 4.4% | $25.5M | 1,175,240 | +0.9% shares | Q2 2026 |
| Fiduciary Financial AdvisorsWealth manager | 0.8% | $8.2M | 376,350 | — | Q2 2026 |
| Elk River Wealth Management LLCWealth manager | 1.1% | $7.1M | 329,014 | -8.9% shares | Q2 2026 |
| Impact Investors, IncWealth manager | 4.8% | $6.6M | 304,138 | +17.9% shares | Q2 2026 |
| Tandem Financial, LLCWealth manager | 0.7% | $2.3M | 106,198 | +26.8% shares | Q2 2026 |
| Landmark Wealth Management, Inc.Wealth manager | 0.2% | $699K | 32,152 | New | Q2 2026 |
| Clarity Asset Management, Inc.Wealth manager | 0.2% | $393K | 19,000 | +1.7% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 6, Q2 2026: 8). Screen UBND in the grand portfolio →
UBND stock trades by members of Congress
No member of Congress has disclosed a trade in UBND.
UBND questions and answers
Are insiders buying UBND stock?
No open-market insider purchases or sales of UBND were filed in the last 90 days.
Which hedge funds own UBND?
14 13F filers hold UBND among their 50 largest positions, worth $1.0B combined. The biggest bets by portfolio weight are Cahaba Wealth Management, Inc. (11.0%), 1900 Wealth Management LLC (5.4%) and Impact Investors, Inc (4.8%). In their latest 13Fs, 1 manager opened a new position and 6 added to one.
Has Congress traded UBND?
No member of Congress has disclosed a trade in UBND.
Who is the largest holder of UBND?
Among 13F filers, Annex Advisory Services, LLC reports the largest UBND position, $288.3M (13,956,506 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Cahaba Wealth Management, Inc.'s: 11.0% of its portfolio.
Cite or share this
Free to use with a link back. The data updates every filing day.