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USTBUSTB
10 quarters

Position history for WAWaverly Advisors, LLC's holdings in VICTORY PORTFOLIOS II

Waverly Advisors, LLC holds 474,980 shares of USTB (VICTORY PORTFOLIOS II), worth $24M as of 2026-Q2. The position was increased (+5.2% shares). USTB represents 0.1% of Waverly Advisors, LLC's portfolio.

Current Value

$24M

Current Shares

474,980

Total Value Change

+$12.1M

Total Shares Change

+234,759

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
474,980
+5.2%
$24M0.1%$50.25
36
2026-Q1
Increased
451,585
+6.4%
$22.8M0.2%$49.65
36
2025-Q4
Increased
424,414
+9.1%
$21.6M0.2%$49.50
37
2025-Q3
Increased
388,889
+9.0%
$19.8M0.2%$48.92
37
2025-Q2
Increased
356,854
+0.6%
$18.1M0.2%$48.20
34
2025-Q1
Increased
354,590
+12.4%
$18M0.2%$47.48
38
2024-Q4
Increased
315,536
+12.4%
$15.8M0.2%$46.67
38
2024-Q3
Increased
280,701
+7.9%
$14.3M0.3%$46.55
36
2024-Q2
Increased
260,086
+8.3%
$13M0.3%$45.05
36
2024-Q1
New
240,221
-
$12M0.3%$44.48
46

Other major holders of USTB: VICTORY CAPITAL MANAGEMENT INC

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