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Financial Synergies Wealth Advisors’s Visa V Stock Holding History

Financial Synergies Wealth 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 		$216K Buy
+629
New +$202K 0.02% 110
2026
Q1 		– Sell
-632
Closed -$222K – 116
2025
Q4 		$222K Buy
+632
New +$215K 0.02% 99
2024
Q2 		– Sell
-616
Closed -$172K – 452
2024
Q1 		$172K Buy
616
+544
+756% +$150K 0.02% 77
2023
Q4 		$15K Sell
72
-500
-87% -$123K ﹤0.01% 157
2023
Q3 		$132K Buy
572
+501
+706% +$120K 0.02% 78
2023
Q2 		$16.9K Sell
71
-18
-20% -$4.12K ﹤0.01% 188
2023
Q1 		$20.1K Buy
89
+17
+24% +$3.78K ﹤0.01% 176
2022
Q4 		$15K Buy
72
+57
+380% +$11.5K ﹤0.01% 157
2022
Q3 		$2.67K Hold
15
– – ﹤0.01% 211
2022
Q2 		$2.95K Buy
+15
New +$3.1K ﹤0.01% 214

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
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Financial Synergies Wealth Advisors's V Position: Q2 2026 in Review

Financial Synergies Wealth Advisors opened a new position in Visa (V) in Q2 2026: 629 shares worth $216K. The stake represents 0.02% of the portfolio and ranks #110 among its holdings. This is a return to the name: Financial Synergies Wealth Advisors previously reported a position in V as recently as Q4 2025.

Financial Synergies Wealth Advisors first reported a position in V in Q2 2022 and has held it in 10 quarters since. The position peaked at $222K in Q4 2025. 1,869 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Financial Synergies Wealth Advisors held 629 shares of Visa worth $216K as of Q2 2026.
  • Visa was a new Financial Synergies Wealth Advisors position in Q2 2026.
  • Visa made up 0.02% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #110 holding.
  • Financial Synergies Wealth Advisors first reported a position in Visa in Q2 2022 and has held it in 10 quarters since.
  • Financial Synergies Wealth Advisors's Visa position peaked at $222K in Q4 2025.
  • 1,869 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.