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Buttonwood Financial Advisors’s Visa V Stock Holding History

Buttonwood 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 		$4.98M Sell
14,501
-3
-0% -$963 1.51% 18
2026
Q1 		$4.38M Sell
14,504
-35
-0.2% -$11.3K 1.47% 19
2025
Q4 		$5.1M Sell
14,539
-84
-0.6% -$28.6K 1.7% 15
2025
Q3 		$4.99M Sell
14,623
-150
-1% -$51.9K 1.72% 16
2025
Q2 		$5.25M Sell
14,773
-154
-1% -$53.7K 2.11% 15
2025
Q1 		$5.23M Sell
14,927
-47
-0.3% -$15.9K 2.3% 13
2024
Q4 		$4.73M Sell
14,974
-529
-3% -$159K 2.08% 15
2024
Q3 		$4.26M Sell
15,503
-150
-1% -$40.6K 1.86% 16
2024
Q2 		$4.11M Sell
15,653
-395
-2% -$108K 1.94% 15
2024
Q1 		$4.48M Sell
16,048
-124
-0.8% -$34.2K 2.11% 10
2023
Q4 		$4.21M Sell
16,172
-418
-3% -$103K 2.29% 10
2023
Q3 		$3.82M Buy
16,590
+933
+6% +$224K 2.42% 8
2023
Q2 		$3.72M Buy
15,657
+2,736
+21% +$626K 2.33% 9
2023
Q1 		$2.91M Buy
12,921
+5
+0% +$1.11K 2.26% 10
2022
Q4 		$2.68M Sell
12,916
-419
-3% -$84.5K 2.26% 9
2022
Q3 		$2.46M Buy
13,335
+62
+0.5% +$12.6K 2.22% 9
2022
Q2 		$2.61M Buy
13,273
+2,376
+22% +$491K 2.36% 8
2022
Q1 		$2.42M Buy
10,897
+1,776
+19% +$384K 2.18% 10
2021
Q4 		$1.98M Buy
+9,121
New +$1.96M 1.93% 14

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
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

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

Buttonwood Financial Advisors reduced its Visa (V) stake by 0.02% in Q2 2026, selling an estimated $963 and leaving 14,501 shares worth $4.98M. The position accounts for 1.51% of the portfolio, ranked #18.

Buttonwood Financial Advisors first reported a position in V in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.25M in Q2 2025. 1,189 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Buttonwood Financial Advisors held 14,501 shares of Visa worth $4.98M as of Q2 2026.
  • Buttonwood Financial Advisors sold 3 Visa shares in Q2 2026, an estimated $963.
  • Visa made up 1.51% of Buttonwood Financial Advisors's portfolio in Q2 2026, its #18 holding.
  • Buttonwood Financial Advisors first reported a position in Visa in Q4 2021 and has held it in 19 quarters since.
  • Buttonwood Financial Advisors's Visa position peaked at $5.25M in Q2 2025.
  • 1,189 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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