Client 1st Advisory Group
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
Q3 		$1.73M Buy
4,812
+2,175
+82% +$795K 0.44% 35
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% +$9.7K 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 $45.5B AUM 15.2% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return

Client 1st Advisory Group's V Position: Q3 2026 in Review

Client 1st Advisory Group increased its Visa (V) stake by 82% in Q3 2026, buying an estimated $795K and bringing the position to 4,812 shares worth $1.73M. The position accounts for 0.44% of the portfolio, ranked #35.

Client 1st Advisory Group first reported a position in V in Q3 2020 and has held it in 24 quarters since. 1,108 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Client 1st Advisory Group held 4,812 shares of Visa worth $1.73M as of Q3 2026.
  • Client 1st Advisory Group bought 2,175 Visa shares in Q3 2026, an estimated $795K.
  • Visa made up 0.44% of Client 1st Advisory Group's portfolio in Q3 2026, its #35 holding.
  • Client 1st Advisory Group first reported a position in Visa in Q3 2020 and has held it in 24 quarters since.
  • 1,108 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Client 1st Advisory Group's 13F filing for Q3 2026, filed 19 Oct 2026.