Benchmark Financial Wealth Advisors’s Visa V Stock Holding History

Benchmark Financial 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	$1.3M	Sell	3,785 -137	-3%	-$44K	0.32%	48
2026 Q1	$1.19M	Buy	3,922 +472	+14%	+$152K	0.33%	45
2025 Q4	$1.21M	Buy	3,450 +206	+6%	+$70.2K	0.35%	43
2025 Q3	$1.11M	Buy	3,244 +45	+1%	+$15.6K	0.33%	44
2025 Q2	$1.14M	Buy	3,199 +93	+3%	+$32.4K	0.38%	40
2025 Q1	$1.09M	Buy	3,106 +95	+3%	+$32.1K	0.41%	35
2024 Q4	$952K	Sell	3,011 -11	-0.4%	-$3.31K	0.31%	39
2024 Q3	$831K	Sell	3,022 -357	-11%	-$96.5K	0.28%	37
2024 Q2	$887K	Sell	3,379 -116	-3%	-$31.8K	0.33%	35
2024 Q1	$976K	Sell	3,495 -99	-3%	-$27.3K	0.37%	31
2023 Q4	$936K	Buy	3,594 +6	+0.2%	+$1.48K	0.4%	32
2023 Q3	$825K	Sell	3,588 -99	-3%	-$23.8K	0.39%	31
2023 Q2	$876K	Buy	3,687 +186	+5%	+$42.6K	0.41%	28
2023 Q1	$789K	Buy	3,501 +77	+2%	+$17.1K	0.41%	26
2022 Q4	$711K	Buy	3,424 +659	+24%	+$133K	0.39%	30
2022 Q3	$491K	Sell	2,765 -108	-4%	-$22K	0.29%	35
2022 Q2	$566K	Sell	2,873 -13	-0.5%	-$2.69K	0.29%	33
2022 Q1	$640K	Sell	2,886 -240	-8%	-$51.9K	0.27%	35
2021 Q4	$677K	Buy	3,126 +60	+2%	+$12.9K	0.28%	34
2021 Q3	$683K	Sell	3,066 -128	-4%	-$30K	0.32%	31
2021 Q2	$747K	Buy	3,194 +109	+4%	+$24.9K	0.36%	33
2021 Q1	$653K	Sell	3,085 -579	-16%	-$122K	0.36%	31
2020 Q4	$801K	Buy	3,664 +155	+4%	+$31.7K	0.44%	30
2020 Q3	$702K	Buy	3,509 +73	+2%	+$14.6K	0.45%	31
2020 Q2	$664K	Buy	3,436 +1,287	+60%	+$235K	0.49%	29
2020 Q1	$346K	Buy	2,149 +171	+9%	+$32.2K	0.35%	28
2019 Q4	$372K	Buy	1,978 +1	+0.1%	+$180	0.31%	26
2019 Q3	$340K	Buy	1,977 +153	+8%	+$27.3K	0.33%	23
2019 Q2	$317K	Sell	1,824 -274	-13%	-$44.9K	0.31%	27
2019 Q1	$328K	Buy	2,098 +211	+11%	+$30.4K	0.34%	24
2018 Q4	$249K	Buy	+1,887	New	+$261K	0.31%	27

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

Benchmark Financial Wealth Advisors's V Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors reduced its Visa (V) stake by 3.5% in Q2 2026, selling an estimated $44K and leaving 3,785 shares worth $1.3M. The position accounts for 0.32% of the portfolio, ranked #48.

Benchmark Financial Wealth Advisors first reported a position in V in Q4 2018 and has held it in 31 quarters since. 1,518 funds tracked by Wall St. Rank hold V as of Q2 2026.

Benchmark Financial Wealth Advisors held 3,785 shares of Visa worth $1.3M as of Q2 2026.
Benchmark Financial Wealth Advisors sold 137 Visa shares in Q2 2026, an estimated $44K.
Visa made up 0.32% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #48 holding.
Benchmark Financial Wealth Advisors first reported a position in Visa in Q4 2018 and has held it in 31 quarters since.
1,518 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.