CGFA
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Colton Groome Financial Advisors’s Visa V Stock Holding History

Colton Groome 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 		$3.08M Sell
8,963
-141
-2% -$45.3K 0.74% 31
2026
Q1 		$2.75M Buy
9,104
+281
+3% +$90.4K 0.78% 30
2025
Q4 		$3.09M Buy
8,823
+833
+10% +$284K 0.89% 28
2025
Q3 		$2.73M Buy
7,990
+328
+4% +$114K 0.84% 28
2025
Q2 		$2.72M Buy
7,662
+607
+9% +$212K 0.92% 25
2025
Q1 		$2.44M Sell
7,055
-470
-6% -$159K 0.95% 27
2024
Q4 		$2.38M Sell
7,525
-565
-7% -$170K 0.91% 28
2024
Q3 		$2.22M Sell
8,090
-310
-4% -$83.8K 0.83% 28
2024
Q2 		$2.2M Buy
8,400
+206
+3% +$56.5K 0.87% 28
2024
Q1 		$2.29M Sell
8,194
-23
-0.3% -$6.35K 0.92% 29
2023
Q4 		$2.14M Buy
8,217
+1,217
+17% +$300K 0.93% 28
2023
Q3 		$1.61M Buy
7,000
+390
+6% +$93.7K 0.81% 32
2023
Q2 		$1.57M Buy
6,610
+898
+16% +$206K 0.74% 36
2023
Q1 		$1.29M Buy
5,712
+1,435
+34% +$319K 0.61% 43
2022
Q4 		$889K Buy
4,277
+2,541
+146% +$512K 0.44% 47
2022
Q3 		$308K Buy
1,736
+286
+20% +$58.2K 0.16% 81
2022
Q2 		$285K Buy
1,450
+127
+10% +$26.2K 0.14% 76
2022
Q1 		$293K Sell
1,323
-22
-2% -$4.76K 0.14% 86
2021
Q4 		$291K Buy
1,345
+20
+2% +$4.29K 0.12% 100
2021
Q3 		$295K Sell
1,325
-160
-11% -$37.5K 0.13% 97
2021
Q2 		$347K Buy
+1,485
New +$339K 0.16% 89

Other funds holding V

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Colton Groome Financial Advisors's V Position: Q2 2026 in Review

Colton Groome Financial Advisors reduced its Visa (V) stake by 1.5% in Q2 2026, selling an estimated $45.3K and leaving 8,963 shares worth $3.08M. The position accounts for 0.74% of the portfolio, ranked #31.

Colton Groome Financial Advisors first reported a position in V in Q2 2021 and has held it in 21 quarters since. The position peaked at $3.09M in Q4 2025. 2,282 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Colton Groome Financial Advisors held 8,963 shares of Visa worth $3.08M as of Q2 2026.
  • Colton Groome Financial Advisors sold 141 Visa shares in Q2 2026, an estimated $45.3K.
  • Visa made up 0.74% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #31 holding.
  • Colton Groome Financial Advisors first reported a position in Visa in Q2 2021 and has held it in 21 quarters since.
  • Colton Groome Financial Advisors's Visa position peaked at $3.09M in Q4 2025.
  • 2,282 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.