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Archford Capital Strategies’s Visa V Stock Holding History

Archford Capital Strategies’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 		$17.8M Buy
51,737
+4,852
+10% +$1.56M 1.8% 8
2026
Q1 		$14.2M Sell
46,885
-506
-1% -$163K 1.62% 9
2025
Q4 		$16.6M Sell
47,391
-107
-0.2% -$36.5K 1.94% 10
2025
Q3 		$16.2M Buy
47,498
+614
+1% +$213K 1.93% 8
2025
Q2 		$16.6M Buy
46,884
+496
+1% +$173K 2.13% 8
2025
Q1 		$16.3M Buy
46,388
+11,919
+35% +$4.03M 2.38% 6
2024
Q4 		$10.9M Buy
34,469
+451
+1% +$136K 1.65% 10
2024
Q3 		$9.55M Buy
34,018
+355
+1% +$96K 1.44% 14
2024
Q2 		$8.84M Buy
33,663
+6,904
+26% +$1.89M 1.43% 14
2024
Q1 		$7.47M Buy
26,759
+454
+2% +$125K 1.25% 16
2023
Q4 		$6.85M Sell
26,305
-1,207
-4% -$297K 1.25% 17
2023
Q3 		$6.33M Sell
27,512
-18
-0.1% -$4.33K 1.27% 16
2023
Q2 		$6.63M Sell
27,530
-608
-2% -$139K 1.26% 18
2023
Q1 		$6.42M Buy
28,138
+355
+1% +$79K 1.34% 18
2022
Q4 		$5.77M Buy
27,783
+390
+1% +$78.6K 1.33% 15
2022
Q3 		$4.87M Buy
27,393
+290
+1% +$59K 1.26% 16
2022
Q2 		$5.34M Buy
27,103
+256
+1% +$52.9K 1.34% 16
2022
Q1 		$6.07M Buy
26,847
+1,856
+7% +$401K 1.35% 14
2021
Q4 		$5.42M Sell
24,991
-72
-0.3% -$15.5K 1.24% 17
2021
Q3 		$5.58M Buy
25,063
+460
+2% +$108K 1.32% 17
2021
Q2 		$5.75M Sell
24,603
-458
-2% -$105K 1.44% 13
2021
Q1 		$5.67M Sell
25,061
-4,871
-16% -$1.03M 1.51% 14
2020
Q4 		$6.45M Buy
29,932
+475
+2% +$97.2K 1.48% 12
2020
Q3 		$5.89M Sell
29,457
-477
-2% -$95.3K 1.58% 10
2020
Q2 		$5.78M Buy
29,934
+137
+0.5% +$25K 1.72% 8
2020
Q1 		$4.8M Buy
29,797
+748
+3% +$141K 1.88% 8
2019
Q4 		$5.46M Buy
29,049
+60
+0.2% +$10.8K 1.88% 6
2019
Q3 		$4.99M Buy
28,989
+23
+0.1% +$4.1K 1.86% 8
2019
Q2 		$5.03M Sell
28,966
-2,173
-7% -$356K 1.83% 6
2019
Q1 		$4.86M Buy
31,139
+226
+0.7% +$32.6K 1.79% 6
2018
Q4 		$4.08M Buy
30,913
+115
+0.4% +$15.9K 1.64% 10
2018
Q3 		$4.62M Sell
30,798
-1,684
-5% -$239K 1.68% 10
2018
Q2 		$4.3M Buy
32,482
+2,269
+8% +$292K 1.51% 13
2018
Q1 		$3.44M Hold
30,213
– – 1.44% 16
2017
Q4 		$3.44M Sell
30,213
-141
-0.5% -$15.6K 1.28% 16
2017
Q3 		$3.19M Sell
30,354
-1,012
-3% -$103K 1.2% 13
2017
Q2 		$2.94M Buy
31,366
+60
+0.2% +$5.57K 1.16% 17
2017
Q1 		$2.78M Buy
31,306
+3,265
+12% +$281K 1.05% 17
2016
Q4 		$2.19M Buy
28,041
+179
+0.6% +$14.4K 0.92% 27
2016
Q3 		$2.3M Buy
27,862
+262
+0.9% +$21K 0.95% 24
2016
Q2 		$2.05M Buy
27,600
+101
+0.4% +$7.91K 1.08% 17
2016
Q1 		$2.1M Buy
27,499
+269
+1% +$19.5K 1.01% 27
2015
Q4 		$2.05M Buy
27,230
+6,498
+31% +$503K 0.93% 27
2015
Q3 		$1.44M Sell
20,732
-578
-3% -$41.3K 1.08% 19
2015
Q2 		$1.43M Sell
21,310
-627
-3% -$42.5K 1.02% 20
2015
Q1 		$1.43M Buy
21,937
+637
+3% +$42.1K 0.99% 20
2014
Q4 		$1.4M Sell
21,300
-12
-0.1% -$722 1.03% 18
2014
Q3 		$1.14M Sell
21,312
-100
-0.5% -$5.37K 0.9% 21
2014
Q2 		$1.13M Buy
21,412
+1,000
+5% +$52.3K 0.87% 22
2014
Q1 		$1.1M Buy
+20,412
New +$1.13M 0.92% 20

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Archford Capital Strategies's V Position: Q2 2026 in Review

Archford Capital Strategies increased its Visa (V) stake by 10% in Q2 2026, buying an estimated $1.56M and bringing the position to 51,737 shares worth $17.8M. The position accounts for 1.8% of the portfolio, ranked #8.

Archford Capital Strategies first reported a position in V in Q1 2014 and has held it in 50 quarters since. 825 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Archford Capital Strategies held 51,737 shares of Visa worth $17.8M as of Q2 2026.
  • Archford Capital Strategies bought 4,852 Visa shares in Q2 2026, an estimated $1.56M.
  • Visa made up 1.8% of Archford Capital Strategies's portfolio in Q2 2026, its #8 holding.
  • Archford Capital Strategies first reported a position in Visa in Q1 2014 and has held it in 50 quarters since.
  • 825 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.