C1AG
V icon

Client 1st Advisory Group’s Visa V Stock Holding History

Client 1st Advisory Group’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 		$905K Buy
2,637
+257
+11% +$82.5K 0.24% 54
2026
Q1 		$719K Buy
2,380
+16
+0.7% +$5.14K 0.22% 59
2025
Q4 		$829K Buy
2,364
+258
+12% +$87.9K 0.26% 49
2025
Q3 		$719K Buy
2,106
+52
+3% +$18K 0.24% 54
2025
Q2 		$729K Buy
2,054
+53
+3% +$18.5K 0.26% 49
2025
Q1 		$701K Hold
2,001
– – 0.27% 47
2024
Q4 		$633K Sell
2,001
-42
-2% -$12.6K 0.24% 51
2024
Q3 		$562K Sell
2,043
-127
-6% -$34.3K 0.22% 54
2024
Q2 		$570K Buy
2,170
+152
+8% +$41.7K 0.25% 50
2024
Q1 		$563K Buy
2,018
+219
+12% +$60.5K 0.25% 49
2023
Q4 		$468K Buy
1,799
+212
+13% +$52.3K 0.23% 60
2023
Q3 		$365K Sell
1,587
-101
-6% -$24.3K 0.19% 65
2023
Q2 		$401K Sell
1,688
-474
-22% -$108K 0.21% 64
2023
Q1 		$487K Hold
2,162
– – 0.26% 51
2022
Q4 		$449K Hold
2,162
– – 0.26% 51
2022
Q3 		$384K Buy
2,162
+255
+13% +$51.9K 0.24% 52
2022
Q2 		$375K Buy
1,907
+47
+3% +$9.71K 0.22% 50
2022
Q1 		$412K Buy
1,860
+582
+46% +$126K 0.2% 57
2021
Q4 		$277K Buy
1,278
+78
+7% +$16.7K 0.14% 65
2021
Q3 		$267K Buy
1,200
+77
+7% +$18.1K 0.14% 61
2021
Q2 		$263K Buy
1,123
+154
+16% +$35.2K 0.14% 60
2021
Q1 		$205K Buy
+969
New +$204K 0.12% 67
2020
Q4 		– Sell
-969
Closed -$206K – 59
2020
Q3 		$206K Buy
+969
New +$194K 0.14% 55

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Client 1st Advisory Group's V Position: Q2 2026 in Review

Client 1st Advisory Group increased its Visa (V) stake by 11% in Q2 2026, buying an estimated $82.5K and bringing the position to 2,637 shares worth $905K. The position accounts for 0.24% of the portfolio, ranked #54.

Client 1st Advisory Group first reported a position in V in Q3 2020 and has held it in 23 quarters since. 938 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Client 1st Advisory Group held 2,637 shares of Visa worth $905K as of Q2 2026.
  • Client 1st Advisory Group bought 257 Visa shares in Q2 2026, an estimated $82.5K.
  • Visa made up 0.24% of Client 1st Advisory Group's portfolio in Q2 2026, its #54 holding.
  • Client 1st Advisory Group first reported a position in Visa in Q3 2020 and has held it in 23 quarters since.
  • 938 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.