Farther Finance Advisors’s Visa V Stock Holding History

Farther Finance Advisors’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	$32.6M	Buy	95,097 +3,084	+3%	+$990K	0.25%	74
2026 Q1	$27.5M	Buy	92,013 +9,532	+12%	+$3.07M	0.26%	75
2025 Q4	$28.9M	Buy	82,481 +20,739	+34%	+$7.07M	0.31%	62
2025 Q3	$21.1M	Buy	61,742 +8,319	+16%	+$2.88M	0.32%	60
2025 Q2	$19M	Buy	53,423 +7,356	+16%	+$2.56M	0.38%	45
2025 Q1	$16M	Buy	46,067 +9,881	+27%	+$3.34M	0.41%	42
2024 Q4	$11.4M	Sell	36,186 -115	-0.3%	-$34.6K	0.41%	48
2024 Q3	$9.98M	Buy	36,301 +2,293	+7%	+$620K	0.37%	49
2024 Q2	$8.95M	Buy	34,008 +10,865	+47%	+$2.98M	0.43%	39
2024 Q1	$6.44M	Buy	23,143 +1,550	+7%	+$428K	0.39%	49
2023 Q4	$5.62M	Buy	21,593 +10,549	+96%	+$2.6M	0.4%	50
2023 Q3	$2.54M	Buy	11,044 +3,563	+48%	+$856K	0.4%	48
2023 Q2	$1.78M	Buy	7,481 +2,997	+67%	+$686K	0.39%	49
2023 Q1	$1.01M	Buy	4,484 +615	+16%	+$137K	0.3%	64
2022 Q4	$804K	Buy	+3,869	New	+$780K	0.31%	64

Other funds holding V

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Farther Finance Advisors's V Position: Q2 2026 in Review

Farther Finance Advisors increased its Visa (V) stake by 3.4% in Q2 2026, buying an estimated $990K and bringing the position to 95,097 shares worth $32.6M. The position accounts for 0.25% of the portfolio, ranked #74.

Farther Finance Advisors first reported a position in V in Q4 2022 and has held it in 15 quarters since. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

Farther Finance Advisors held 95,097 shares of Visa worth $32.6M as of Q2 2026.
Farther Finance Advisors bought 3,084 Visa shares in Q2 2026, an estimated $990K.
Visa made up 0.25% of Farther Finance Advisors's portfolio in Q2 2026, its #74 holding.
Farther Finance Advisors first reported a position in Visa in Q4 2022 and has held it in 15 quarters since.
2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.