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Henderson Brothers Financial Partners’s Visa V Stock Holding History

Henderson Brothers Financial Partners’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 		– Sell
-1,170
Closed -$354K – 102
2026
Q1 		$354K Buy
+1,170
New +$376K 0.09% 76
2025
Q1 		$284K Buy
+811
New +$274K 0.14% 59

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Henderson Brothers Financial Partners's V Position: Q2 2026 in Review

Henderson Brothers Financial Partners sold out of Visa (V) in Q2 2026, closing a stake of 1,170 shares — an estimated $354K sold.

Henderson Brothers Financial Partners first reported a position in V in Q1 2025 and held it in 2 quarters. The position peaked at $354K in Q1 2026. 4,538 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Henderson Brothers Financial Partners reported no remaining Visa position as of Q2 2026 after selling out during the quarter.
  • Henderson Brothers Financial Partners sold 1,170 Visa shares in Q2 2026, an estimated $354K.
  • Henderson Brothers Financial Partners first reported a position in Visa in Q1 2025 and held it in 2 quarters.
  • Henderson Brothers Financial Partners's Visa position peaked at $354K in Q1 2026.
  • 4,538 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Henderson Brothers Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.