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Fiduciary Alliance’s Visa V Stock Holding History

Fiduciary Alliance’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 		$2.47M Sell
7,199
-834
-10% -$268K 0.17% 152
2026
Q1 		$2.54M Sell
8,033
-21
-0.3% -$6.75K 0.15% 156
2025
Q4 		$2.82M Sell
8,054
-936
-10% -$319K 0.18% 129
2025
Q3 		$3.07M Sell
8,990
-285
-3% -$98.6K 0.21% 114
2025
Q2 		$3.29M Buy
9,275
+156
+2% +$54.4K 0.25% 95
2025
Q1 		$3.2M Sell
9,119
-3,744
-29% -$1.27M 0.31% 76
2024
Q4 		$4.07M Buy
12,863
+8,281
+181% +$2.49M 0.41% 63
2024
Q3 		$1.26M Buy
4,582
+607
+15% +$164K 0.17% 102
2024
Q2 		$1.07M Buy
3,975
+1,401
+54% +$384K 0.17% 87
2024
Q1 		$716K Sell
2,574
-109
-4% -$30.1K 0.13% 104
2023
Q4 		$698K Sell
2,683
-231
-8% -$56.9K 0.14% 93
2023
Q3 		$670K Buy
2,914
+3
+0.1% +$721 0.15% 85
2023
Q2 		$691K Buy
2,911
+1,081
+59% +$247K 0.15% 82
2023
Q1 		$413K Buy
1,830
+110
+6% +$24.5K 0.1% 104
2022
Q4 		$357K Buy
+1,720
New +$347K 0.09% 104

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

Fiduciary Alliance's V Position: Q2 2026 in Review

Fiduciary Alliance reduced its Visa (V) stake by 10% in Q2 2026, selling an estimated $268K and leaving 7,199 shares worth $2.47M. The position accounts for 0.17% of the portfolio, ranked #152.

Fiduciary Alliance first reported a position in V in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.07M in Q4 2024. 1,065 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Fiduciary Alliance held 7,199 shares of Visa worth $2.47M as of Q2 2026.
  • Fiduciary Alliance sold 834 Visa shares in Q2 2026, an estimated $268K.
  • Visa made up 0.17% of Fiduciary Alliance's portfolio in Q2 2026, its #152 holding.
  • Fiduciary Alliance first reported a position in Visa in Q4 2022 and has held it in 15 quarters since.
  • Fiduciary Alliance's Visa position peaked at $4.07M in Q4 2024.
  • 1,065 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.