CFCI
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Comprehensive Financial Consultants Institutional’s Visa V Stock Holding History

Comprehensive Financial Consultants Institutional’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 		$1.74M Buy
5,059
+450
+10% +$144K 0.46% 71
2026
Q1 		$1.39M Sell
4,609
-2,786
-38% -$896K 0.41% 87
2025
Q4 		$2.59M Buy
7,395
+236
+3% +$80.4K 0.78% 46
2025
Q3 		$2.44M Buy
7,159
+125
+2% +$43.3K 0.76% 49
2025
Q2 		$2.5M Sell
7,034
-791
-10% -$276K 0.82% 41
2025
Q1 		$2.74M Sell
7,825
-402
-5% -$136K 0.97% 36
2024
Q4 		$2.6M Buy
8,227
+282
+4% +$84.8K 0.95% 38
2024
Q3 		$2.18M Buy
7,945
+27
+0.3% +$7.3K 0.8% 45
2024
Q2 		$2.08M Buy
7,918
+361
+5% +$98.9K 0.81% 42
2024
Q1 		$2.11M Buy
7,557
+460
+6% +$127K 0.88% 41
2023
Q4 		$1.85M Buy
7,097
+587
+9% +$145K 0.86% 40
2023
Q3 		$1.5M Buy
6,510
+442
+7% +$106K 0.79% 48
2023
Q2 		$1.48M Buy
6,068
+174
+3% +$39.8K 0.78% 46
2023
Q1 		$1.33M Buy
5,894
+91
+2% +$20.3K 0.75% 44
2022
Q4 		$1.3M Buy
5,803
+339
+6% +$68.4K 0.78% 44
2022
Q3 		$1.01M Buy
5,464
+203
+4% +$41.3K 0.67% 53
2022
Q2 		$1.08M Buy
5,261
+127
+2% +$26.2K 0.77% 45
2022
Q1 		$1.04M Buy
5,134
+481
+10% +$104K 0.72% 44
2021
Q4 		$1.02M Buy
+4,653
New +$999K 0.65% 49

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

Comprehensive Financial Consultants Institutional's V Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional increased its Visa (V) stake by 9.8% in Q2 2026, buying an estimated $144K and bringing the position to 5,059 shares worth $1.74M. The position accounts for 0.46% of the portfolio, ranked #71.

Comprehensive Financial Consultants Institutional first reported a position in V in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.74M in Q1 2025. 930 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Comprehensive Financial Consultants Institutional held 5,059 shares of Visa worth $1.74M as of Q2 2026.
  • Comprehensive Financial Consultants Institutional bought 450 Visa shares in Q2 2026, an estimated $144K.
  • Visa made up 0.46% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #71 holding.
  • Comprehensive Financial Consultants Institutional first reported a position in Visa in Q4 2021 and has held it in 19 quarters since.
  • Comprehensive Financial Consultants Institutional's Visa position peaked at $2.74M in Q1 2025.
  • 930 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.