CAG
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Cypress Advisory Group’s Visa V Stock Holding History

Cypress 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
Q2 		$3.03M Hold
8,837
– – 2.35% 10
2026
Q1 		$2.67M Buy
8,837
+117
+1% +$37.6K 2.04% 11
2025
Q4 		$3.06M Hold
8,720
– – 2.25% 13
2025
Q3 		$2.98M Hold
8,720
– – 2.2% 11
2025
Q2 		$3.1M Sell
8,720
-190
-2% -$66.2K 2.4% 8
2025
Q1 		$3.12M Hold
8,910
– – 2.85% 6
2024
Q4 		$2.82M Buy
+8,910
New +$2.68M 2.59% 9

Other funds holding V

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
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

Cypress Advisory Group's V Position: Q2 2026 in Review

Cypress Advisory Group held its Visa (V) position steady in Q2 2026 at 8,837 shares worth $3.03M. The position accounts for 2.35% of the portfolio, ranked #10.

Cypress Advisory Group first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.12M in Q1 2025. 1,065 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Cypress Advisory Group held 8,837 shares of Visa worth $3.03M as of Q2 2026.
  • Cypress Advisory Group left its Visa share count unchanged in Q2 2026.
  • Visa made up 2.35% of Cypress Advisory Group's portfolio in Q2 2026, its #10 holding.
  • Cypress Advisory Group first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Cypress Advisory Group's Visa position peaked at $3.12M in Q1 2025.
  • 1,065 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Cypress Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.