EFG
V icon

Ehrlich Financial Group’s Visa V Stock Holding History

Ehrlich Financial 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 		$290K Sell
846
-59
-7% -$18.9K 0.15% 95
2026
Q1 		$274K Buy
905
+17
+2% +$5.47K 0.16% 96
2025
Q4 		$311K Hold
888
– – 0.18% 87
2025
Q3 		$303K Sell
888
-19
-2% -$6.58K 0.18% 86
2025
Q2 		$322K Buy
907
+18
+2% +$6.27K 0.21% 77
2025
Q1 		$312K Sell
889
-63
-7% -$21.3K 0.23% 82
2024
Q4 		$301K Sell
952
-21
-2% -$6.32K 0.21% 83
2024
Q3 		$267K Sell
973
-5
-0.5% -$1.35K 0.19% 84
2024
Q2 		$257K Buy
978
+6
+0.6% +$1.65K 0.2% 81
2024
Q1 		$271K Sell
972
-35
-3% -$9.66K 0.23% 80
2023
Q4 		$262K Buy
+1,007
New +$248K 0.26% 78

Other funds holding V

WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM