Commonwealth Financial Services’s Visa V Stock Holding History

Commonwealth Financial 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	$1.31M	Buy	5,180 +1,537	+42%	+$493K	0.18%	88
2026 Q1	$1.1M	Buy	3,643 +223	+7%	+$71.7K	0.17%	79
2025 Q4	$1.2M	Buy	3,420 +406	+13%	+$138K	0.2%	68
2025 Q3	$1.03M	Buy	3,014 +78	+3%	+$27K	0.18%	72
2025 Q2	$1.04M	Buy	2,936 +166	+6%	+$57.9K	0.2%	69
2025 Q1	$971K	Buy	2,770 +17	+0.6%	+$5.75K	0.2%	76
2024 Q4	$870K	Buy	2,753 +394	+17%	+$118K	0.17%	71
2024 Q3	$655K	Buy	2,359 +113	+5%	+$30.6K	0.13%	89
2024 Q2	$598K	Sell	2,246 -136	-6%	-$37.3K	0.12%	93
2024 Q1	$620K	Hold	2,382	–	–	0.15%	82
2023 Q4	$620K	Buy	2,382 +24	+1%	+$5.92K	0.15%	82
2023 Q3	$542K	Buy	+2,358	New	+$567K	0.16%	91
2017 Q1	$3K	Hold	32	–	–	﹤0.01%	250
2016 Q4	$3K	Hold	32	–	–	﹤0.01%	230
2016 Q3	$3K	Hold	32	–	–	﹤0.01%	221
2016 Q2	$2K	Hold	32	–	–	﹤0.01%	234
2016 Q1	$2K	Hold	32	–	–	﹤0.01%	216
2015 Q4	$2K	Hold	32	–	–	0.01%	222
2015 Q3	$2K	Hold	32	–	–	﹤0.01%	217
2015 Q2	$2K	Hold	32	–	–	﹤0.01%	227
2015 Q1	$2K	Buy	+32	New	+$2.12K	﹤0.01%	235

Other funds holding V

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Financial Services's V Position: Q2 2026 in Review

Commonwealth Financial Services increased its Visa (V) stake by 42% in Q2 2026, buying an estimated $493K and bringing the position to 5,180 shares worth $1.31M. The position accounts for 0.18% of the portfolio, ranked #88.

Commonwealth Financial Services first reported a position in V in Q1 2015 and has held it in 21 quarters since. 825 funds tracked by Wall St. Rank hold V as of Q2 2026.

Commonwealth Financial Services held 5,180 shares of Visa worth $1.31M as of Q2 2026.
Commonwealth Financial Services bought 1,537 Visa shares in Q2 2026, an estimated $493K.
Visa made up 0.18% of Commonwealth Financial Services's portfolio in Q2 2026, its #88 holding.
Commonwealth Financial Services first reported a position in Visa in Q1 2015 and has held it in 21 quarters since.
825 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.