VCTR · Victory Capital Holdings Inc. Class A Common Stock
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| Amundi | ▼ Sell | Other | 2,954,924 Shares held | 3/18/2026 | View profile |
| David Craig Brown Chairman and CEO | ▼ Sell | Tax Withholding | 2,442,311 Shares held | 8/13/2026 | View profile |
| Crestview Partners II GP, L.P. Director | ▲ Buy | Grant | 1,996,158 Shares held | 7/10/2026 | View profile |
| Michael Dennis Policarpo President, CFO & CAO | ▼ Sell | Tax Withholding | 1,274,887 Shares held | 8/13/2026 | View profile |
| Cliff Kelly Stevenson Pres., Investment Franchises | ▼ Sell | Open Market | 431,422 Shares held | 2/23/2023 | View profile |
| HAWKES JAMES B Director | ▲ Buy | Grant | 424,605 Shares held | 7/10/2023 | View profile |
| Mannik S. Dhillon President Investment Franchise | ▼ Sell | Tax Withholding | 317,624 Shares held | 8/13/2026 | View profile |
| Milton R. Berlinski Director | ▲ Buy | Grant | 301,946 Shares held | 1/10/2024 | View profile |
| Richard M. Demartini Director | ▲ Buy | Grant | 274,063 Shares held | 7/10/2026 | View profile |
| Nina Gupta Chief Legal Officer | ▼ Sell | Tax Withholding | 254,742 Shares held | 8/13/2026 | View profile |
| Alan Rappaport Director | ▲ Buy | Grant | 156,804 Shares held | 7/10/2026 | View profile |
| Thomas Michael Sipp Executive Vice President | ▼ Sell | Tax Withholding | 140,405 Shares held | 8/13/2026 | View profile |
| RCP Lake Co-Invest, L.P. 10% Owner | ▼ Sell | Other | 45,406 Shares held | 11/25/2022 | View profile |
| Karin Hirtler-Garvey Director | ▲ Buy | Grant | 41,860 Shares held | 7/10/2026 | View profile |
| HURST ROBERT J/NY Director | ▲ Buy | Grant | 28,772 Shares held | 7/10/2025 | View profile |
| Mary M. Jackson Director | ▲ Buy | Grant | 7,404 Shares held | 7/10/2026 | View profile |
| Binderow Alex J. Director | ▲ Buy | Grant | 4,541 Shares held | 7/11/2022 | View profile |
| Lawrence Davanzo Director | ▲ Buy | Grant | 1,587 Shares held | 7/10/2026 | View profile |
Transaction History
| Nina Gupta | ▼ Sell | Tax Withholding | 9,732 | $1.2M | 8/13/2026 |
| Mannik S. Dhillon | ▲ Buy | Option Exercise | 16,390 | — | 8/13/2026 |
| Mannik S. Dhillon | ▼ Sell | Tax Withholding | 6,452 | $762K | 8/13/2026 |
| David Craig Brown | ▲ Buy | Option Exercise | 147,529 | — | 8/13/2026 |
| David Craig Brown | ▼ Sell | Tax Withholding | 58,056 | $6.9M | 8/13/2026 |
| Thomas Michael Sipp | ▲ Buy | Option Exercise | 40,982 | — | 8/13/2026 |
| Thomas Michael Sipp | ▼ Sell | Tax Withholding | 21,205 | $2.5M | 8/13/2026 |
| Michael Dennis Policarpo | ▲ Buy | Option Exercise | 73,763 | — | 8/13/2026 |
| Michael Dennis Policarpo | ▼ Sell | Tax Withholding | 33,453 | $4.0M | 8/13/2026 |
| Nina Gupta | ▲ Buy | Option Exercise | 19,124 | — | 8/13/2026 |
| Mannik S. Dhillon | ▲ Buy | Option Exercise | 16,390 | — | 8/5/2026 |
| Thomas Michael Sipp | ▲ Buy | Option Exercise | 40,982 | — | 8/5/2026 |
| Thomas Michael Sipp | ▼ Sell | Tax Withholding | 18,177 | $1.8M | 8/5/2026 |
| Nina Gupta | ▼ Sell | Tax Withholding | 9,732 | $973K | 8/5/2026 |
| Michael Dennis Policarpo | ▼ Sell | Tax Withholding | 33,453 | $3.3M | 8/5/2026 |
| David Craig Brown | ▲ Buy | Option Exercise | 147,529 | — | 8/5/2026 |
| David Craig Brown | ▼ Sell | Tax Withholding | 58,056 | $5.8M | 8/5/2026 |
| Mannik S. Dhillon | ▼ Sell | Tax Withholding | 6,452 | $645K | 8/5/2026 |
| Michael Dennis Policarpo | ▲ Buy | Option Exercise | 73,763 | — | 8/5/2026 |
| Nina Gupta | ▲ Buy | Option Exercise | 19,124 | — | 8/5/2026 |
| Lawrence Davanzo | ▲ Buy | Grant | 311 | $29K | 7/10/2026 |
| Alan Rappaport | ▲ Buy | Grant | 718 | $66K | 7/10/2026 |
| Mary M. Jackson | ▲ Buy | Grant | 311 | $29K | 7/10/2026 |
| Karin Hirtler-Garvey | ▲ Buy | Grant | 311 | $29K | 7/10/2026 |
| Crestview Partners II GP, L.P. | ▲ Buy | Grant | 311 | $29K | 7/10/2026 |
| Richard M. Demartini | ▲ Buy | Grant | 392 | $36K | 7/10/2026 |
| Thomas Michael Sipp | ▼ Sell | Other | 5,625 | $484K | 6/15/2026 |
| Crestview Partners II GP, L.P. | ▼ Sell | Other | 2,100,000 | — | 5/29/2026 |
| Crestview Partners II GP, L.P. | ▼ Sell | Other | 39,742 | — | 5/29/2026 |
| Karin Hirtler-Garvey | ▲ Buy | Grant | 424 | $29K | 4/10/2026 |
| Alan Rappaport | ▲ Buy | Grant | 977 | $66K | 4/10/2026 |
| Lawrence Davanzo | ▲ Buy | Grant | 424 | $29K | 4/10/2026 |
| Richard M. Demartini | ▲ Buy | Grant | 534 | $36K | 4/10/2026 |
| Mary M. Jackson | ▲ Buy | Grant | 424 | $29K | 4/10/2026 |
| Crestview Partners II GP, L.P. | ▲ Buy | Grant | 424 | $29K | 4/10/2026 |
| Amundi | ▼ Sell | Other | 100,000 | — | 3/18/2026 |
| Michael Dennis Policarpo | ▲ Buy | Grant | 62,246 | $4.1M | 3/15/2026 |
| Thomas Michael Sipp | ▲ Buy | Grant | 39,748 | $2.6M | 3/15/2026 |
| Thomas Michael Sipp | ▲ Buy | Grant | 14,999 | $1000K | 3/15/2026 |
| David Craig Brown | ▲ Buy | Grant | 101,994 | $6.8M | 3/15/2026 |
| Mannik S. Dhillon | ▲ Buy | Grant | 16,499 | $1.1M | 3/15/2026 |
| Nina Gupta | ▲ Buy | Grant | 26,998 | $1.8M | 3/15/2026 |
| Mannik S. Dhillon | ▼ Sell | Tax Withholding | 7,746 | $516K | 3/15/2026 |
| Nina Gupta | ▼ Sell | Tax Withholding | 17,096 | $1.1M | 3/15/2026 |
| Michael Dennis Policarpo | ▼ Sell | Tax Withholding | 28,031 | $1.9M | 3/15/2026 |
| David Craig Brown | ▼ Sell | Tax Withholding | 50,457 | $3.4M | 3/15/2026 |
| Lawrence Davanzo | ▲ Buy | Grant | 417 | $29K | 1/12/2026 |
| Mary M. Jackson | ▲ Buy | Grant | 417 | $29K | 1/12/2026 |
| Alan Rappaport | ▲ Buy | Grant | 961 | $66K | 1/12/2026 |
| Richard M. Demartini | ▲ Buy | Grant | 525 | $36K | 1/12/2026 |
| Karin Hirtler-Garvey | ▲ Buy | Grant | 417 | $29K | 1/12/2026 |
| Crestview Partners II GP, L.P. | ▲ Buy | Grant | 417 | $29K | 1/12/2026 |
| Amundi | ▼ Sell | Other | 150,000 | — | 10/29/2025 |
| Alan Rappaport | ▲ Buy | Grant | 1,004 | $66K | 10/10/2025 |
| Richard M. Demartini | ▲ Buy | Grant | 549 | $36K | 10/10/2025 |
| Mary M. Jackson | ▲ Buy | Grant | 435 | $29K | 10/10/2025 |
| Karin Hirtler-Garvey | ▲ Buy | Grant | 435 | $29K | 10/10/2025 |
| Lawrence Davanzo | ▲ Buy | Grant | 435 | $29K | 10/10/2025 |
| Crestview Partners II GP, L.P. | ▲ Buy | Grant | 435 | $29K | 10/10/2025 |
| Lawrence Davanzo | ▼ Sell | Gift | 21,342 | $0 | 9/30/2025 |
| Crestview Partners II GP, L.P. | ▼ Sell | Other | 3,500,000 | $0 | 8/20/2025 |
| Crestview Partners II GP, L.P. | ▼ Sell | Other | 22,267 | $0 | 8/20/2025 |
| Crestview Partners II GP, L.P. | ▼ Sell | Other | 38,875 | $0 | 8/20/2025 |
| Crestview Partners II GP, L.P. | ▼ Sell | Other | 2,420 | $0 | 8/20/2025 |
| Amundi | ▼ Sell | Other | 88,547 | — | 7/16/2025 |
| HURST ROBERT J/NY | ▲ Buy | Grant | 10 | $662 | 7/10/2025 |
| Alan Rappaport | ▲ Buy | Grant | 1,000 | $66K | 7/10/2025 |
| Karin Hirtler-Garvey | ▲ Buy | Grant | 434 | $29K | 7/10/2025 |
| Lawrence Davanzo | ▲ Buy | Grant | 434 | $29K | 7/10/2025 |
| Mary M. Jackson | ▲ Buy | Grant | 434 | $29K | 7/10/2025 |
| Richard M. Demartini | ▲ Buy | Grant | 547 | $36K | 7/10/2025 |
| Crestview Partners II GP, L.P. | ▲ Buy | Grant | 434 | $29K | 7/10/2025 |
| Thomas Michael Sipp | ▲ Buy | Grant | 48,701 | $3.0M | 6/15/2025 |
| Richard M. Demartini | ▲ Buy | Grant | 670 | $36K | 4/10/2025 |
| Lawrence Davanzo | ▲ Buy | Grant | 531 | $29K | 4/10/2025 |
| Karin Hirtler-Garvey | ▲ Buy | Grant | 531 | $29K | 4/10/2025 |
| Alan Rappaport | ▲ Buy | Grant | 1,225 | $66K | 4/10/2025 |
| Crestview Partners II GP, L.P. | ▲ Buy | Grant | 531 | $29K | 4/10/2025 |
| Mary M. Jackson | ▲ Buy | Grant | 531 | $29K | 4/10/2025 |
| HURST ROBERT J/NY | ▲ Buy | Grant | 1,109 | $60K | 4/10/2025 |
| Amundi | ▼ Sell | Other | 3,293,471 | — | 4/1/2025 |
| Mannik S. Dhillon | ▲ Buy | Grant | 18,975 | $1.1M | 3/15/2025 |
| Michael Dennis Policarpo | ▲ Buy | Grant | 81,938 | $4.7M | 3/15/2025 |
| Michael Dennis Policarpo | ▼ Sell | Tax Withholding | 18,740 | $1.1M | 3/15/2025 |
| David Craig Brown | ▲ Buy | Grant | 169,397 | $9.8M | 3/15/2025 |
| David Craig Brown | ▼ Sell | Tax Withholding | 33,791 | $2.0M | 3/15/2025 |
| Mannik S. Dhillon | ▼ Sell | Tax Withholding | 5,221 | $303K | 3/15/2025 |
| Nina Gupta | ▲ Buy | Grant | 30,188 | $1.7M | 3/15/2025 |
| Nina Gupta | ▼ Sell | Tax Withholding | 11,951 | $693K | 3/15/2025 |
| Richard M. Demartini | ▲ Buy | Grant | 468 | $29K | 1/10/2025 |
| HURST ROBERT J/NY | ▲ Buy | Grant | 753 | $46K | 1/10/2025 |
| Lawrence Davanzo | ▲ Buy | Grant | 407 | $25K | 1/10/2025 |
| Mary M. Jackson | ▲ Buy | Grant | 407 | $25K | 1/10/2025 |
| Alan Rappaport | ▲ Buy | Grant | 855 | $52K | 1/10/2025 |
| Karin Hirtler-Garvey | ▲ Buy | Grant | 407 | $25K | 1/10/2025 |
| Crestview Partners II GP, L.P. | ▲ Buy | Grant | 784 | $48K | 1/10/2025 |
| Richard M. Demartini | ▼ Sell | Other | 186,790 | $12.1M | 11/12/2024 |
| Crestview Partners II GP, L.P. | ▼ Sell | Other | 4,000,000 | $0 | 11/12/2024 |
| Lawrence Davanzo | ▲ Buy | Grant | 436 | $25K | 10/10/2024 |
| Richard M. Demartini | ▲ Buy | Grant | 501 | $29K | 10/10/2024 |
| HURST ROBERT J/NY | ▲ Buy | Grant | 807 | $46K | 10/10/2024 |
| Mary M. Jackson | ▲ Buy | Grant | 436 | $25K | 10/10/2024 |
| Karin Hirtler-Garvey | ▲ Buy | Grant | 436 | $25K | 10/10/2024 |
| Crestview Partners II GP, L.P. | ▲ Buy | Grant | 839 | $48K | 10/10/2024 |
| Alan Rappaport | ▲ Buy | Grant | 916 | $52K | 10/10/2024 |
| Crestview Partners II GP, L.P. | ▲ Buy | Grant | 1,002 | $48K | 7/10/2024 |
| Richard M. Demartini | ▲ Buy | Grant | 598 | $29K | 7/10/2024 |
| Lawrence Davanzo | ▲ Buy | Grant | 520 | $25K | 7/10/2024 |
| HURST ROBERT J/NY | ▲ Buy | Grant | 963 | $46K | 7/10/2024 |
| Alan Rappaport | ▲ Buy | Grant | 1,093 | $52K | 7/10/2024 |
| Mary M. Jackson | ▲ Buy | Grant | 520 | $25K | 7/10/2024 |
| Karin Hirtler-Garvey | ▲ Buy | Grant | 520 | $25K | 7/10/2024 |
| Alan Rappaport | ▲ Buy | Grant | 1,204 | $52K | 4/10/2024 |
| Mary M. Jackson | ▲ Buy | Grant | 573 | $25K | 4/10/2024 |
| Karin Hirtler-Garvey | ▲ Buy | Grant | 573 | $25K | 4/10/2024 |
| HURST ROBERT J/NY | ▲ Buy | Grant | 1,061 | $46K | 4/10/2024 |
| Richard M. Demartini | ▲ Buy | Grant | 659 | $29K | 4/10/2024 |
| Lawrence Davanzo | ▲ Buy | Grant | 573 | $25K | 4/10/2024 |
| Crestview Partners II GP, L.P. | ▲ Buy | Grant | 1,104 | $48K | 4/10/2024 |
| Michael Dennis Policarpo | ▲ Buy | Grant | 99,601 | $4.0M | 3/15/2024 |
| Mannik S. Dhillon | ▲ Buy | Grant | 19,920 | $800K | 3/15/2024 |
| Nina Gupta | ▲ Buy | Grant | 33,615 | $1.3M | 3/15/2024 |
| David Craig Brown | ▲ Buy | Grant | 191,733 | $7.7M | 3/15/2024 |
| Mannik S. Dhillon | ▼ Sell | Tax Withholding | 7,805 | $313K | 3/15/2024 |
| Nina Gupta | ▼ Sell | Tax Withholding | 17,856 | $717K | 3/15/2024 |
| Michael Dennis Policarpo | ▼ Sell | Tax Withholding | 20,723 | $832K | 3/15/2024 |
| David Craig Brown | ▼ Sell | Tax Withholding | 42,549 | $1.7M | 3/15/2024 |
| Richard M. Demartini | ▲ Buy | Grant | 871 | $29K | 1/10/2024 |
| Mary M. Jackson | ▲ Buy | Grant | 757 | $25K | 1/10/2024 |
| Alan Rappaport | ▲ Buy | Grant | 1,591 | $52K | 1/10/2024 |
| HURST ROBERT J/NY | ▲ Buy | Grant | 1,401 | $46K | 1/10/2024 |
| Karin Hirtler-Garvey | ▲ Buy | Grant | 757 | $25K | 1/10/2024 |
| Milton R. Berlinski | ▲ Buy | Grant | 757 | $25K | 1/10/2024 |
| Crestview Partners II GP, L.P. | ▲ Buy | Grant | 1,458 | $48K | 1/10/2024 |
| Lawrence Davanzo | ▲ Buy | Grant | 757 | $25K | 1/10/2024 |
| HURST ROBERT J/NY | ▼ Sell | Gift | 60,000 | $0 | 12/13/2023 |
| Crestview Partners II GP, L.P. | ▼ Sell | Other | 2,500,000 | $0 | 12/13/2023 |
| HURST ROBERT J/NY | ▼ Sell | Gift | 40,000 | $0 | 12/13/2023 |
| Crestview Partners II GP, L.P. | ▼ Sell | Other | 4,150,000 | $0 | 11/7/2023 |
| Mary M. Jackson | ▲ Buy | Grant | 785 | $25K | 10/10/2023 |
| Alan Rappaport | ▲ Buy | Grant | 1,649 | $52K | 10/10/2023 |
| HURST ROBERT J/NY | ▲ Buy | Grant | 1,453 | $46K | 10/10/2023 |
| Karin Hirtler-Garvey | ▲ Buy | Grant | 785 | $25K | 10/10/2023 |
| Richard M. Demartini | ▲ Buy | Grant | 903 | $29K | 10/10/2023 |
| Lawrence Davanzo | ▲ Buy | Grant | 785 | $25K | 10/10/2023 |
| Milton R. Berlinski | ▲ Buy | Grant | 785 | $25K | 10/10/2023 |
| Crestview Partners II GP, L.P. | ▲ Buy | Grant | 1,512 | $48K | 10/10/2023 |
| David Craig Brown | ▼ Sell | Open Market | 127,496 | $4.3M | 7/18/2023 |
| David Craig Brown | ▼ Sell | Open Market | 20,757 | $696K | 7/17/2023 |
| David Craig Brown | ▼ Sell | Open Market | 68,146 | $2.3M | 7/14/2023 |
| David Craig Brown | ▼ Sell | Open Market | 75,690 | $2.5M | 7/13/2023 |
| David Craig Brown | ▼ Sell | Open Market | 57,911 | $1.9M | 7/12/2023 |
| Alan Rappaport | ▲ Buy | Grant | 1,593 | $52K | 7/10/2023 |
| Mary M. Jackson | ▲ Buy | Grant | 758 | $25K | 7/10/2023 |
| HURST ROBERT J/NY | ▲ Buy | Grant | 1,404 | $46K | 7/10/2023 |
| Karin Hirtler-Garvey | ▲ Buy | Grant | 758 | $25K | 7/10/2023 |
| HAWKES JAMES B | ▲ Buy | Grant | 650 | $21K | 7/10/2023 |
| Crestview Partners II GP, L.P. | ▲ Buy | Grant | 1,437 | $47K | 7/10/2023 |
| Richard M. Demartini | ▲ Buy | Grant | 897 | $30K | 7/10/2023 |
| Lawrence Davanzo | ▲ Buy | Grant | 758 | $25K | 7/10/2023 |
| Milton R. Berlinski | ▲ Buy | Grant | 758 | $25K | 7/10/2023 |
| HURST ROBERT J/NY | ▼ Sell | Gift | 30,000 | $0 | 6/16/2023 |
| HURST ROBERT J/NY | ▼ Sell | Gift | 30,000 | $0 | 6/16/2023 |
| Crestview Partners II GP, L.P. | ▼ Sell | Other | 4,145,005 | $0 | 5/23/2023 |
| Crestview Partners II GP, L.P. | ▲ Buy | Grant | 1,578 | $46K | 4/10/2023 |
| HAWKES JAMES B | ▲ Buy | Grant | 1,706 | $50K | 4/10/2023 |
| Mary M. Jackson | ▲ Buy | Grant | 616 | $18K | 4/10/2023 |
| Karin Hirtler-Garvey | ▲ Buy | Grant | 853 | $25K | 4/10/2023 |
| Lawrence Davanzo | ▲ Buy | Grant | 853 | $25K | 4/10/2023 |
| Milton R. Berlinski | ▲ Buy | Grant | 853 | $25K | 4/10/2023 |
| Richard M. Demartini | ▲ Buy | Grant | 1,045 | $31K | 4/10/2023 |
| Alan Rappaport | ▲ Buy | Grant | 1,791 | $52K | 4/10/2023 |
| HURST ROBERT J/NY | ▲ Buy | Grant | 1,578 | $46K | 4/10/2023 |
| Nina Gupta | ▼ Sell | Tax Withholding | 5,557 | $163K | 3/31/2023 |
| Michael Dennis Policarpo | ▼ Sell | Tax Withholding | 4,251 | $124K | 3/31/2023 |
| David Craig Brown | ▼ Sell | Tax Withholding | 12,428 | $364K | 3/31/2023 |
| Nina Gupta | ▲ Buy | Grant | 36,987 | $1.1M | 3/15/2023 |
| Michael Dennis Policarpo | ▲ Buy | Grant | 49,260 | $1.5M | 3/15/2023 |
| David Craig Brown | ▲ Buy | Grant | 113,819 | $3.4M | 3/15/2023 |
| Nina Gupta | ▼ Sell | Tax Withholding | 12,489 | $371K | 3/15/2023 |
| Michael Dennis Policarpo | ▼ Sell | Tax Withholding | 14,771 | $439K | 3/15/2023 |
| David Craig Brown | ▼ Sell | Tax Withholding | 27,617 | $821K | 3/15/2023 |
| Crestview Partners II GP, L.P. | ▼ Sell | Other | 3,296,423 | $0 | 3/2/2023 |
| Cliff Kelly Stevenson | ▼ Sell | Open Market | 12,500 | $414K | 2/23/2023 |
| Cliff Kelly Stevenson | ▲ Buy | Option Exercise | 39,968 | $540K | 1/20/2023 |
| Cliff Kelly Stevenson | ▼ Sell | Tax Withholding | 29,048 | $857K | 1/20/2023 |
| Richard M. Demartini | ▲ Buy | Grant | 924 | $27K | 1/10/2023 |
| Alan Rappaport | ▲ Buy | Grant | 1,720 | $50K | 1/10/2023 |
| HURST ROBERT J/NY | ▲ Buy | Grant | 1,591 | $46K | 1/10/2023 |
| Karin Hirtler-Garvey | ▲ Buy | Grant | 860 | $25K | 1/10/2023 |
| HAWKES JAMES B | ▲ Buy | Grant | 1,720 | $50K | 1/10/2023 |
| Lawrence Davanzo | ▲ Buy | Grant | 860 | $25K | 1/10/2023 |
| Milton R. Berlinski | ▲ Buy | Grant | 860 | $25K | 1/10/2023 |
| Crestview Partners II GP, L.P. | ▲ Buy | Grant | 1,591 | $46K | 1/10/2023 |
| Cliff Kelly Stevenson | ▼ Sell | Tax Withholding | 13,237 | $355K | 1/1/2023 |
| Michael Dennis Policarpo | ▼ Sell | Tax Withholding | 14,576 | $391K | 1/1/2023 |
| David Craig Brown | ▼ Sell | Tax Withholding | 24,873 | $667K | 1/1/2023 |
| David Craig Brown | ▲ Buy | Open Market | 20,000 | $538K | 12/16/2022 |
| David Craig Brown | ▲ Buy | Open Market | 40,000 | $1.1M | 12/15/2022 |
| RCP Lake Co-Invest, L.P. | ▼ Sell | Other | 137,253 | $0 | 11/25/2022 |
AI Market Commentary
AI-generatedAll commentary →Synthesized from recent news and fundamentals/technical data -- not human analyst commentary or trader sentiment.
October 8, 2026
Victory Capital Sees Strong Earnings, Treasury Yields Boost Platforms
Victory Capital is preparing for its next earnings report, with analysts expecting it to beat estimates again. The company’s focus on cash flow and growth, combined with higher Treasury yields, may support its stock and bond fund platforms, especially as interest rates rise. A recent earnings call transcript confirms management’s outlook and highlights the firm’s financial strategy.
Victory Capital Sees Strong Earnings, Treasury Yields Boost Platforms. Victory Capital is preparing for its next earnings report, with analysts expecting it to beat estimates again. The company’s focus on cash flow and growth, combined with higher Treasury yields, may support its stock and bond fund platforms, especially as interest rates rise. A recent earnings call transcript confirms management’s outlook and highlights the firm’s financial strategy.