Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$5.21M Buy
17,250
+575
+3% +$185K 2.45% 8
2025
Q4
$5.85M Sell
16,675
-10
-0.1% -$3.41K 2.52% 8
2025
Q3
$5.7M Buy
16,685
+6
+0% +$2.08K 2.73% 6
2025
Q2
$5.92M Buy
16,679
+75
+0.5% +$26.1K 3.03% 6
2025
Q1
$5.82M Sell
16,604
-10
-0.1% -$3.38K 3.13% 5
2024
Q4
$5.25M Sell
16,614
-252
-1% -$75.8K 2.57% 8
2024
Q3
$4.64M Buy
16,866
+82
+0.5% +$22.2K 2.29% 8
2024
Q2
$4.41M Buy
16,784
+586
+4% +$161K 2.16% 9
2024
Q1
$4.52M Sell
16,198
-655
-4% -$181K 2.58% 8
2023
Q4
$4.39M Buy
16,853
+25
+0.1% +$6.16K 2.76% 6
2023
Q3
$3.87M Buy
16,828
+300
+2% +$72.1K 2.84% 5
2023
Q2
$3.93M Sell
16,528
-170
-1% -$38.9K 2.78% 5
2023
Q1
$3.76M Sell
16,698
-200
-1% -$44.5K 2.91% 5
2022
Q4
$3.51M Sell
16,898
-835
-5% -$168K 2.99% 5
2022
Q3
$3.15M Sell
17,733
-445
-2% -$90.6K 2.81% 6
2022
Q2
$3.58M Sell
18,178
-40
-0.2% -$8.27K 2.89% 5
2022
Q1
$4.04M Buy
18,218
+180
+1% +$38.9K 2.57% 6
2021
Q4
$3.91M Sell
18,038
-450
-2% -$96.6K 2.01% 9
2021
Q3
$4.12M Buy
18,488
+215
+1% +$50.4K 2.21% 7
2021
Q2
$4.27M Buy
18,273
+520
+3% +$119K 2.28% 7
2021
Q1
$3.76M Sell
17,753
-160
-0.9% -$33.7K 2.25% 6
2020
Q4
$3.92M Buy
17,913
+495
+3% +$101K 2.45% 7
2020
Q3
$3.48M Sell
17,418
-375
-2% -$74.9K 2.59% 8
2020
Q2
$3.44M Buy
17,793
+85
+0.5% +$15.5K 2.9% 7
2020
Q1
$2.85M Sell
17,708
-1,425
-7% -$268K 2.87% 5
2019
Q4
$3.6M Buy
19,133
+185
+1% +$33.3K 2.74% 5
2019
Q3
$3.26M Buy
18,948
+291
+2% +$51.8K 2.69% 5
2019
Q2
$3.24M Buy
18,657
+764
+4% +$125K 2.67% 5
2019
Q1
$2.79M Sell
17,893
-150
-0.8% -$21.6K 2.42% 5
2018
Q4
$2.38M Buy
18,043
+3
+0% +$414 2.37% 5
2018
Q3
$2.71M Buy
18,040
+85
+0.5% +$12.1K 2.25% 7
2018
Q2
$2.38M Sell
17,955
-3,835
-18% -$494K 2.09% 8
2018
Q1
$2.61M Buy
21,790
+640
+3% +$77.6K 2.43% 4
2017
Q4
$2.41M Buy
+21,150
New +$2.34M 2.36% 5
2013
Q3
$708K Buy
14,828
+160
+1% +$7.39K 0.92% 32
2013
Q2
$670K Buy
+14,668
New +$642K 0.96% 32

Other funds holding V

AFT Forsyth & Company's V Position: Q1 2026 in Review

AFT Forsyth & Company increased its Visa (V) stake by 3.4% in Q1 2026, buying an estimated $185K and bringing the position to 17,250 shares worth $5.21M. The position accounts for 2.45% of the portfolio, ranked #8.

AFT Forsyth & Company first reported a position in V in Q2 2013 and has held it in 36 quarters since. The position peaked at $5.92M in Q2 2025. 4,448 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • AFT Forsyth & Company held 17,250 shares of Visa worth $5.21M as of Q1 2026.
  • AFT Forsyth & Company bought 575 Visa shares in Q1 2026, an estimated $185K.
  • Visa made up 2.45% of AFT Forsyth & Company's portfolio in Q1 2026, its #8 holding.
  • AFT Forsyth & Company first reported a position in Visa in Q2 2013 and has held it in 36 quarters since.
  • AFT Forsyth & Company's Visa position peaked at $5.92M in Q2 2025.
  • 4,448 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on AFT Forsyth & Company's 13F filing for Q1 2026, filed 14 May 2026.