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Benedict Financial Advisors’s Visa V Stock Holding History

Benedict 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 		$7.31M Sell
21,298
-14
-0.1% -$4.5K 1.42% 17
2026
Q1 		$6.44M Sell
21,312
-290
-1% -$93.3K 1.34% 21
2025
Q4 		$7.58M Buy
21,602
+29
+0.1% +$9.88K 1.6% 14
2025
Q3 		$7.36M Sell
21,573
-59
-0.3% -$20.4K 1.6% 16
2025
Q2 		$7.68M Sell
21,632
-128
-0.6% -$44.6K 1.74% 14
2025
Q1 		$7.63M Sell
21,760
-86
-0.4% -$29.1K 1.77% 15
2024
Q4 		$6.9M Buy
21,846
+220
+1% +$66.2K 1.68% 13
2024
Q3 		$5.95M Buy
21,626
+95
+0.4% +$25.7K 1.4% 22
2024
Q2 		$5.65M Buy
21,531
+230
+1% +$63K 1.43% 20
2024
Q1 		$5.94M Buy
21,301
+120
+0.6% +$33.1K 1.51% 18
2023
Q4 		$5.51M Buy
21,181
+278
+1% +$68.5K 1.5% 17
2023
Q3 		$4.81M Buy
20,903
+640
+3% +$154K 1.39% 21
2023
Q2 		$4.81M Sell
20,263
-1
-0% -$229 1.32% 23
2023
Q1 		$4.57M Buy
20,264
+1,030
+5% +$229K 1.29% 25
2022
Q4 		$4M Buy
19,234
+1,381
+8% +$278K 1.19% 33
2022
Q3 		$3.17M Buy
17,853
+74
+0.4% +$15.1K 1.01% 39
2022
Q2 		$3.5M Buy
17,779
+355
+2% +$73.4K 1.03% 38
2022
Q1 		$3.86M Sell
17,424
-114
-0.7% -$24.7K 1.03% 38
2021
Q4 		$3.8M Sell
17,538
-294
-2% -$63.1K 0.99% 41
2021
Q3 		$3.97M Buy
17,832
+22
+0.1% +$5.16K 1.11% 31
2021
Q2 		$4.16M Sell
17,810
-26
-0.1% -$5.94K 1.16% 30
2021
Q1 		$3.78M Buy
17,836
+3,699
+26% +$779K 1.09% 31
2020
Q4 		$3.09M Buy
14,137
+143
+1% +$29.3K 1.11% 33
2020
Q3 		$2.8M Sell
13,994
-349
-2% -$69.7K 1.08% 35
2020
Q2 		$2.77M Buy
14,343
+241
+2% +$44K 1.14% 33
2020
Q1 		$2.27M Sell
14,102
-156
-1% -$29.4K 1.07% 37
2019
Q4 		$2.68M Sell
14,258
-143
-1% -$25.8K 1.04% 41
2019
Q3 		$2.48M Sell
14,401
-548
-4% -$97.6K 1.02% 39
2019
Q2 		$2.59M Sell
14,949
-4
-0% -$655 1.08% 38
2019
Q1 		$2.33M Sell
14,953
-390
-3% -$56.2K 1.01% 41
2018
Q4 		$2.02M Sell
15,343
-865
-5% -$119K 1% 40
2018
Q3 		$2.43M Buy
16,208
+260
+2% +$37K 1.09% 36
2018
Q2 		$2.11M Sell
15,948
-169
-1% -$21.8K 1.04% 38
2018
Q1 		$1.93M Sell
16,117
-744
-4% -$90.2K 0.97% 41
2017
Q4 		$1.92M Sell
16,861
-489
-3% -$54K 0.93% 44
2017
Q3 		$1.83M Sell
17,350
-570
-3% -$57.8K 0.94% 44
2017
Q2 		$1.78M Sell
17,920
-591
-3% -$54.9K 0.93% 43
2017
Q1 		$1.65M Sell
18,511
-303
-2% -$26.1K 0.9% 44
2016
Q4 		$1.47M Sell
18,814
-284
-1% -$22.8K 0.85% 44
2016
Q3 		$1.58M Sell
19,098
-46
-0.2% -$3.68K 0.92% 42
2016
Q2 		$1.43M Sell
19,144
-212
-1% -$16.6K 0.84% 47
2016
Q1 		$1.48M Buy
19,356
+86
+0.4% +$6.25K 0.9% 45
2015
Q4 		$1.49M Sell
19,270
-144
-0.7% -$11.2K 0.95% 43
2015
Q3 		$1.35M Sell
19,414
-624
-3% -$44.5K 0.94% 43
2015
Q2 		$1.44M Sell
20,038
-851
-4% -$57.7K 0.94% 40
2015
Q1 		$1.37M Buy
20,889
+229
+1% +$15.1K 0.88% 44
2014
Q4 		$1.38M Buy
+20,660
New +$1.24M 0.9% 43

Other funds holding V

Ninety One (UK)
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Benedict Financial Advisors reduced its Visa (V) stake by 0.07% in Q2 2026, selling an estimated $4.5K and leaving 21,298 shares worth $7.31M. The position accounts for 1.42% of the portfolio, ranked #17.

Benedict Financial Advisors first reported a position in V in Q4 2014 and has held it in 47 quarters since. The position peaked at $7.68M in Q2 2025. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Benedict Financial Advisors held 21,298 shares of Visa worth $7.31M as of Q2 2026.
  • Benedict Financial Advisors sold 14 Visa shares in Q2 2026, an estimated $4.5K.
  • Visa made up 1.42% of Benedict Financial Advisors's portfolio in Q2 2026, its #17 holding.
  • Benedict Financial Advisors first reported a position in Visa in Q4 2014 and has held it in 47 quarters since.
  • Benedict Financial Advisors's Visa position peaked at $7.68M in Q2 2025.
  • 2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Benedict Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.