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A4 Wealth Advisors’s Visa V Stock Holding History

A4 Wealth Advisors’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
Q2 		– Sell
-882
Closed -$267K – 115
2026
Q1 		$267K Sell
882
-234
-21% -$75.2K 0.22% 73
2025
Q4 		$391K Sell
1,116
-1,245
-53% -$424K 0.34% 59
2025
Q3 		$806K Buy
+2,361
New +$817K 0.68% 40

Other funds holding V

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

A4 Wealth Advisors's V Position: Q2 2026 in Review

A4 Wealth Advisors sold out of Visa (V) in Q2 2026, closing a stake of 882 shares — an estimated $267K sold.

A4 Wealth Advisors first reported a position in V in Q3 2025 and held it in 3 quarters. The position peaked at $806K in Q3 2025. 2,779 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • A4 Wealth Advisors reported no remaining Visa position as of Q2 2026 after selling out during the quarter.
  • A4 Wealth Advisors sold 882 Visa shares in Q2 2026, an estimated $267K.
  • A4 Wealth Advisors first reported a position in Visa in Q3 2025 and held it in 3 quarters.
  • A4 Wealth Advisors's Visa position peaked at $806K in Q3 2025.
  • 2,779 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on A4 Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.