CFSG
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Community Financial Services Group’s Visa V Stock Holding History

Community Financial Services 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 		$15.4M Buy
43,899
+1,273
+3% +$409K 2.25% 13
2026
Q1 		$12.7M Buy
42,626
+986
+2% +$317K 2.24% 13
2025
Q4 		$14.6M Sell
41,640
-301
-0.7% -$103K 2.68% 9
2025
Q3 		$14.3M Buy
41,941
+450
+1% +$156K 2.62% 10
2025
Q2 		$14.7M Sell
41,491
-389
-0.9% -$136K 2.93% 8
2025
Q1 		$14.7M Sell
41,880
-605
-1% -$205K 3.18% 5
2024
Q4 		$13.4M Buy
42,485
+412
+1% +$124K 2.66% 10
2024
Q3 		$11.6M Buy
42,073
+758
+2% +$205K 2.37% 9
2024
Q2 		$10.8M Sell
41,315
-24
-0.1% -$6.58K 2.34% 9
2024
Q1 		$11.5M Buy
+41,339
New +$11.4M 2.63% 7
2023
Q3 		$9.48M Buy
+41,233
New +$9.91M 2.39% 13
2021
Q4 		$8.24M Buy
38,026
+13,883
+58% +$2.98M 2.07% 17
2021
Q3 		$5.38M Buy
24,143
+899
+4% +$211K 1.46% 23
2021
Q2 		$5.43M Buy
23,244
+1,162
+5% +$266K 1.52% 23
2021
Q1 		$4.67M Buy
22,082
+721
+3% +$152K 1.38% 23
2020
Q4 		$4.67M Buy
21,361
+2,335
+12% +$478K 1.47% 27
2020
Q3 		$3.81M Buy
19,026
+2,783
+17% +$556K 1.41% 26
2020
Q2 		$3.14M Buy
+16,243
New +$2.97M 1.19% 33
2015
Q4 		– Sell
-84
Closed -$6K – 219
2015
Q3 		$6K Hold
84
– – ﹤0.01% 238
2015
Q2 		$6K Sell
84
-180
-68% -$12.2K ﹤0.01% 250
2015
Q1 		$17K Buy
264
+180
+214% +$11.9K 0.01% 204
2014
Q4 		$6K Buy
+84
New +$5.06K ﹤0.01% 263

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

Community Financial Services Group's V Position: Q2 2026 in Review

Community Financial Services Group increased its Visa (V) stake by 3% in Q2 2026, buying an estimated $409K and bringing the position to 43,899 shares worth $15.4M. The position accounts for 2.25% of the portfolio, ranked #13.

Community Financial Services Group first reported a position in V in Q4 2014 and has held it in 22 quarters since. 825 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Community Financial Services Group held 43,899 shares of Visa worth $15.4M as of Q2 2026.
  • Community Financial Services Group bought 1,273 Visa shares in Q2 2026, an estimated $409K.
  • Visa made up 2.25% of Community Financial Services Group's portfolio in Q2 2026, its #13 holding.
  • Community Financial Services Group first reported a position in Visa in Q4 2014 and has held it in 22 quarters since.
  • 825 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.