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CFS Investment Advisory Services’s Visa V Stock Holding History

CFS Investment Advisory Services’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 		$1.67M Buy
4,620
+306
+7% +$98.2K 0.11% 146
2026
Q1 		$1.37M Buy
4,314
+457
+12% +$147K 0.09% 163
2025
Q4 		$1.35M Sell
3,857
-112
-3% -$38.2K 0.1% 154
2025
Q3 		$1.38M Buy
3,969
+70
+2% +$24.2K 0.1% 155
2025
Q2 		$1.38M Buy
3,899
+216
+6% +$75.3K 0.11% 146
2025
Q1 		$1.29M Buy
3,683
+78
+2% +$26.4K 0.11% 143
2024
Q4 		$1.14M Buy
3,605
+271
+8% +$81.5K 0.1% 146
2024
Q3 		$917K Buy
3,334
+93
+3% +$25.1K 0.08% 161
2024
Q2 		$851K Buy
3,241
+51
+2% +$14K 0.07% 152
2024
Q1 		$890K Buy
3,190
+803
+34% +$222K 0.15% 90
2023
Q4 		$621K Buy
2,387
+245
+11% +$60.4K 0.11% 94
2023
Q3 		$493K Sell
2,142
-47
-2% -$11.3K 0.08% 115
2023
Q2 		$520K Sell
2,189
-7
-0.3% -$1.6K 0.07% 158
2023
Q1 		$495K Buy
2,196
+120
+6% +$26.7K 0.09% 91
2022
Q4 		$431K Sell
2,076
-292,697
-99% -$59M 0.1% 85
2022
Q3 		$295K Buy
294,773
+293,188
+18,498% +$59.7M 0.07% 111
2022
Q2 		$312K Sell
1,585
-355,908
-100% -$73.6M 0.05% 185
2022
Q1 		$2K Buy
357,493
+355,900
+22,341% +$77M 0.01% 302
2021
Q4 		$360K Buy
1,593
+24
+2% +$5.15K 0.05% 183
2021
Q3 		$349K Buy
+1,569
New +$368K 0.05% 176
2020
Q4 		$319K Buy
+1,457
New +$298K 0.05% 150

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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CFS Investment Advisory Services's V Position: Q2 2026 in Review

CFS Investment Advisory Services increased its Visa (V) stake by 7.1% in Q2 2026, buying an estimated $98.2K and bringing the position to 4,620 shares worth $1.67M. The position accounts for 0.11% of the portfolio, ranked #146.

CFS Investment Advisory Services first reported a position in V in Q4 2020 and has held it in 21 quarters since. 1,309 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • CFS Investment Advisory Services held 4,620 shares of Visa worth $1.67M as of Q2 2026.
  • CFS Investment Advisory Services bought 306 Visa shares in Q2 2026, an estimated $98.2K.
  • Visa made up 0.11% of CFS Investment Advisory Services's portfolio in Q2 2026, its #146 holding.
  • CFS Investment Advisory Services first reported a position in Visa in Q4 2020 and has held it in 21 quarters since.
  • 1,309 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.