AF
V icon

Affiance Financial’s Visa V Stock Holding History

Affiance Financial’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 		$287K Hold
837
– – 0.04% 96
2026
Q1 		$253K Hold
837
– – 0.04% 97
2025
Q4 		$294K Buy
837
+86
+11% +$29.3K 0.05% 89
2025
Q3 		$256K Hold
751
– – 0.05% 93
2025
Q2 		$267K Sell
751
-120
-14% -$41.8K 0.05% 89
2025
Q1 		$305K Sell
871
-60
-6% -$20.3K 0.07% 85
2024
Q4 		$294K Sell
931
-23
-2% -$6.92K 0.07% 88
2024
Q3 		$262K Buy
954
+49
+5% +$13.2K 0.06% 88
2024
Q2 		$238K Hold
905
– – 0.06% 90
2024
Q1 		$253K Buy
905
+29
+3% +$8.01K 0.07% 86
2023
Q4 		$228K Sell
876
-4
-0.5% -$986 0.07% 94
2023
Q3 		$202K Sell
880
-11
-1% -$2.64K 0.1% 91
2023
Q2 		$212K Buy
+891
New +$204K 0.1% 97
2023
Q1 		– Sell
-884
Closed -$184K – 392
2022
Q4 		$184K Buy
+884
New +$178K 0.07% 102

Other funds holding V

WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM