CVA
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Central Valley Advisors’s Visa V Stock Holding History

Central Valley 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 		$2.04M Sell
5,958
-496
-8% -$159K 0.52% 59
2026
Q1 		$1.95M Sell
6,454
-2,893
-31% -$930K 0.53% 56
2025
Q4 		$3.28M Sell
9,347
-249
-3% -$84.8K 0.98% 29
2025
Q3 		$3.28M Sell
9,596
-9
-0.1% -$3.12K 1.01% 27
2025
Q2 		$3.41M Sell
9,605
-46
-0.5% -$16K 1.16% 24
2025
Q1 		$3.38M Sell
9,651
-1,435
-13% -$486K 1.28% 24
2024
Q4 		$3.5M Buy
11,086
+153
+1% +$46K 1.59% 16
2024
Q3 		$3.01M Buy
10,933
+185
+2% +$50K 1.7% 16
2024
Q2 		$3.08M Buy
10,748
+117
+1% +$32.1K 1.31% 21
2024
Q1 		$2.97M Buy
10,631
+366
+4% +$101K 1.53% 14
2023
Q4 		$2.67M Buy
+10,265
New +$2.53M 1.57% 13

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

Central Valley Advisors's V Position: Q2 2026 in Review

Central Valley Advisors reduced its Visa (V) stake by 7.7% in Q2 2026, selling an estimated $159K and leaving 5,958 shares worth $2.04M. The position accounts for 0.52% of the portfolio, ranked #59.

Central Valley Advisors first reported a position in V in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.5M in Q4 2024. 1,197 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Central Valley Advisors held 5,958 shares of Visa worth $2.04M as of Q2 2026.
  • Central Valley Advisors sold 496 Visa shares in Q2 2026, an estimated $159K.
  • Visa made up 0.52% of Central Valley Advisors's portfolio in Q2 2026, its #59 holding.
  • Central Valley Advisors first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
  • Central Valley Advisors's Visa position peaked at $3.5M in Q4 2024.
  • 1,197 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Central Valley Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.