FSAG
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Financial Solutions Advisory Group’s Visa V Stock Holding History

Financial Solutions 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 		$578K Sell
1,659
-91
-5% -$29.2K 0.07% 102
2026
Q1 		$529K Buy
+1,750
New +$563K 0.07% 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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Financial Solutions Advisory Group's V Position: Q2 2026 in Review

Financial Solutions Advisory Group reduced its Visa (V) stake by 5.2% in Q2 2026, selling an estimated $29.2K and leaving 1,659 shares worth $578K. The position accounts for 0.07% of the portfolio, ranked #102.

Financial Solutions Advisory Group first reported a position in V in Q1 2026 and has held it in 2 quarters since. 1,347 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Financial Solutions Advisory Group held 1,659 shares of Visa worth $578K as of Q2 2026.
  • Financial Solutions Advisory Group sold 91 Visa shares in Q2 2026, an estimated $29.2K.
  • Visa made up 0.07% of Financial Solutions Advisory Group's portfolio in Q2 2026, its #102 holding.
  • Financial Solutions Advisory Group first reported a position in Visa in Q1 2026 and has held it in 2 quarters since.
  • 1,347 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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