Dynamic Advisor Solutions’s Visa V Stock Holding History

Dynamic Advisor Solutions’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	$11.8M	Buy	34,476 +920	+3%	+$295K	0.34%	65
2026 Q1	$10.1M	Buy	33,556 +2,723	+9%	+$876K	0.32%	70
2025 Q4	$10.8M	Sell	30,833 -4,615	-13%	-$1.57M	0.35%	66
2025 Q3	$12.1M	Buy	35,448 +992	+3%	+$343K	0.35%	68
2025 Q2	$12.2M	Buy	34,456 +737	+2%	+$257K	0.38%	62
2025 Q1	$11.8M	Buy	+33,719	New	+$11.4M	0.39%	63
2024 Q4	–	Sell	-38,610	Closed	-$10.6M	–	871
2024 Q3	$10.6M	Buy	38,610 +702	+2%	+$190K	0.32%	73
2024 Q2	$9.95M	Sell	37,908 -371	-1%	-$102K	0.31%	74
2024 Q1	$10.7M	Buy	38,279 +1,753	+5%	+$484K	0.36%	65
2023 Q4	$9.49M	Buy	36,526 +3,652	+11%	+$900K	0.35%	68
2023 Q3	$7.56M	Buy	32,874 +2,434	+8%	+$585K	0.36%	72
2023 Q2	$7.23M	Buy	30,440 +3,830	+14%	+$877K	0.38%	57
2023 Q1	$6M	Sell	26,610 -911	-3%	-$203K	0.35%	76
2022 Q4	$5.72M	Buy	27,521 +1,895	+7%	+$382K	0.39%	60
2022 Q3	$4.55M	Sell	25,626 -488	-2%	-$99.3K	0.35%	61
2022 Q2	$5.14M	Sell	26,114 -399	-2%	-$82.5K	0.39%	56
2022 Q1	$5.88M	Buy	26,513 +3,587	+16%	+$776K	0.41%	53
2021 Q4	$4.97M	Buy	22,926 +1,260	+6%	+$270K	0.35%	66
2021 Q3	$4.83M	Buy	21,666 +1,143	+6%	+$268K	0.36%	65
2021 Q2	$4.8M	Sell	20,523 -1,395	-6%	-$319K	0.38%	60
2021 Q1	$4.64M	Sell	21,918 -636	-3%	-$134K	0.43%	54
2020 Q4	$4.93M	Buy	22,554 +684	+3%	+$140K	0.46%	50
2020 Q3	$4.37M	Buy	21,870 +315	+1%	+$62.9K	0.5%	40
2020 Q2	$4.16M	Buy	21,555 +1,113	+5%	+$203K	0.56%	33
2020 Q1	$3.29M	Sell	20,442 -5,631	-22%	-$1.06M	0.6%	28
2019 Q4	$4.9M	Buy	26,073 +595	+2%	+$107K	0.67%	30
2019 Q3	$4.38M	Sell	25,478 -1,418	-5%	-$253K	0.68%	30
2019 Q2	$4.67M	Buy	26,896 +2,438	+10%	+$399K	0.75%	25
2019 Q1	$3.82M	Buy	24,458 +2,836	+13%	+$409K	0.72%	26
2018 Q4	$3M	Sell	21,622 -891	-4%	-$123K	0.64%	37
2018 Q3	$3.38M	Buy	22,513 +1,634	+8%	+$232K	0.7%	35
2018 Q2	$2.77M	Sell	20,879 -4,530	-18%	-$583K	0.63%	39
2018 Q1	$3.04M	Buy	25,409 +989	+4%	+$120K	0.78%	30
2017 Q4	$2.79M	Buy	24,420 +1,567	+7%	+$173K	0.91%	30
2017 Q3	$2.4M	Buy	22,853 +1,292	+6%	+$131K	0.95%	25
2017 Q2	$2.02M	Sell	21,561 -97	-0.4%	-$9K	0.78%	32
2017 Q1	$1.93M	Sell	21,658 -141	-0.6%	-$12.1K	0.75%	35
2016 Q4	$1.7M	Sell	21,799 -478	-2%	-$38.4K	0.68%	42
2016 Q3	$1.84M	Sell	22,277 -7,347	-25%	-$588K	0.7%	37
2016 Q2	$2.2M	Sell	29,624 -989	-3%	-$77.4K	0.89%	28
2016 Q1	$2.34M	Sell	30,613 -2,370	-7%	-$172K	0.99%	24
2015 Q4	$2.56M	Buy	32,983 +3,441	+12%	+$267K	1.06%	24
2015 Q3	$2.06M	Buy	29,542 +1,502	+5%	+$107K	1.04%	25
2015 Q2	$1.88M	Buy	28,040 +3,700	+15%	+$251K	1.1%	27
2015 Q1	$1.59M	Buy	24,340 +4,072	+20%	+$269K	0.8%	36
2014 Q4	$1.33M	Sell	20,268 -3,428	-14%	-$206K	0.71%	40
2014 Q3	$1.26M	Buy	23,696 +4,636	+24%	+$249K	0.69%	41
2014 Q2	$1M	Buy	19,060 +10,020	+111%	+$524K	0.6%	46
2014 Q1	$488K	Sell	9,040 -2,292	-20%	-$127K	0.33%	109
2013 Q4	$631K	Buy	+11,332	New	+$571K	0.47%	70

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

Dynamic Advisor Solutions's V Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Visa (V) stake by 2.7% in Q2 2026, buying an estimated $295K and bringing the position to 34,476 shares worth $11.8M. The position accounts for 0.34% of the portfolio, ranked #65.

Dynamic Advisor Solutions first reported a position in V in Q4 2013 and has held it in 50 quarters since. The position peaked at $12.2M in Q2 2025. 825 funds tracked by Wall St. Rank hold V as of Q2 2026.

Dynamic Advisor Solutions held 34,476 shares of Visa worth $11.8M as of Q2 2026.
Dynamic Advisor Solutions bought 920 Visa shares in Q2 2026, an estimated $295K.
Visa made up 0.34% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #65 holding.
Dynamic Advisor Solutions first reported a position in Visa in Q4 2013 and has held it in 50 quarters since.
Dynamic Advisor Solutions's Visa position peaked at $12.2M in Q2 2025.
825 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.