AA Financial Advisors’s Visa V Stock Holding History

AA Financial 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	$1.48M	Buy	4,323 +97	+2%	+$31.1K	0.18%	89
2026 Q1	$1.28M	Buy	4,226 +36	+0.9%	+$11.6K	0.18%	95
2025 Q4	$1.47M	Buy	4,190 +385	+10%	+$131K	0.27%	67
2025 Q3	$1.3M	Sell	3,805 -293	-7%	-$101K	0.26%	61
2025 Q2	$1.45M	Sell	4,098 -835	-17%	-$291K	0.31%	58
2025 Q1	$1.73M	Sell	4,933 -214	-4%	-$72.4K	0.42%	50
2024 Q4	$1.63M	Buy	5,147 +124	+2%	+$37.3K	0.43%	52
2024 Q3	$1.38M	Buy	5,023 +94	+2%	+$25.4K	0.4%	57
2024 Q2	$1.29M	Buy	4,929 +66	+1%	+$18.1K	0.46%	53
2024 Q1	$1.36M	Buy	+4,863	New	+$1.34M	0.55%	52

Other funds holding V

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

AA Financial Advisors's V Position: Q2 2026 in Review

AA Financial Advisors increased its Visa (V) stake by 2.3% in Q2 2026, buying an estimated $31.1K and bringing the position to 4,323 shares worth $1.48M. The position accounts for 0.18% of the portfolio, ranked #89.

AA Financial Advisors first reported a position in V in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.73M in Q1 2025. 1,518 funds tracked by Wall St. Rank hold V as of Q2 2026.

AA Financial Advisors held 4,323 shares of Visa worth $1.48M as of Q2 2026.
AA Financial Advisors bought 97 Visa shares in Q2 2026, an estimated $31.1K.
Visa made up 0.18% of AA Financial Advisors's portfolio in Q2 2026, its #89 holding.
AA Financial Advisors first reported a position in Visa in Q1 2024 and has held it in 10 quarters since.
AA Financial Advisors's Visa position peaked at $1.73M in Q1 2025.
1,518 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.