Financial Solutions Advisory Group
V icon

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
Q3 		$671K Buy
1,667
+8
+0.5% +$2.92K 0.09% 94
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Financial Solutions Advisory Group's V Position: Q3 2026 in Review

Financial Solutions Advisory Group increased its Visa (V) stake by 0.48% in Q3 2026, buying an estimated $2.92K and bringing the position to 1,667 shares worth $671K. The position accounts for 0.09% of the portfolio, ranked #94.

Financial Solutions Advisory Group first reported a position in V in Q1 2026 and has held it in 3 quarters since. 3,188 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Financial Solutions Advisory Group held 1,667 shares of Visa worth $671K as of Q3 2026.
  • Financial Solutions Advisory Group bought 8 Visa shares in Q3 2026, an estimated $2.92K.
  • Visa made up 0.09% of Financial Solutions Advisory Group's portfolio in Q3 2026, its #94 holding.
  • Financial Solutions Advisory Group first reported a position in Visa in Q1 2026 and has held it in 3 quarters since.
  • 3,188 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Financial Solutions Advisory Group's 13F filing for Q3 2026, filed 28 Oct 2026.