SHFL
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Seven Hills Financial, LLC’s Visa V Stock Holding History

Seven Hills Financial, LLC’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$310K Buy
+864
New +$316K 0.19% 72

Other funds holding V

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

Seven Hills Financial, LLC's V Position: Q3 2026 in Review

Seven Hills Financial, LLC opened a new position in Visa (V) in Q3 2026: 864 shares worth $310K. The stake represents 0.19% of the portfolio and ranks #72 among its holdings.

381 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Seven Hills Financial, LLC held 864 shares of Visa worth $310K as of Q3 2026.
  • Visa was a new Seven Hills Financial, LLC position in Q3 2026.
  • Visa made up 0.19% of Seven Hills Financial, LLC's portfolio in Q3 2026, its #72 holding.
  • 381 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Seven Hills Financial, LLC's 13F filing for Q3 2026, filed 13 Oct 2026.