HAG
V icon

HF Advisory Group’s Visa V Stock Holding History

HF 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 		$3.92M Buy
11,433
+2,833
+33% +$910K 1.21% 23
2026
Q1 		$2.6M Buy
8,600
+372
+5% +$120K 0.89% 43
2025
Q4 		$2.89M Sell
8,228
-1,969
-19% -$671K 1.01% 34
2025
Q3 		$3.48M Buy
10,197
+211
+2% +$73K 1.28% 20
2025
Q2 		$3.55M Sell
9,986
-1,055
-10% -$368K 1.4% 17
2025
Q1 		$3.87M Sell
11,041
-204
-2% -$69K 1.69% 9
2024
Q4 		$3.55M Buy
11,245
+216
+2% +$65K 1.63% 10
2024
Q3 		$3.03M Buy
11,029
+1,445
+15% +$391K 1.41% 12
2024
Q2 		$2.52M Buy
9,584
+959
+11% +$263K 1.3% 15
2024
Q1 		$2.41M Buy
8,625
+726
+9% +$200K 1.35% 18
2023
Q4 		$2.06M Buy
7,899
+1,280
+19% +$315K 1.31% 17
2023
Q3 		$1.55M Buy
6,619
+830
+14% +$200K 1.15% 24
2023
Q2 		$1.37M Sell
5,789
-177
-3% -$40.5K 1.09% 27
2023
Q1 		$1.35M Buy
5,966
+2,003
+51% +$446K 1.19% 22
2022
Q4 		$823K Buy
+3,963
New +$799K 0.83% 41

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HF Advisory Group's V Position: Q2 2026 in Review

HF Advisory Group increased its Visa (V) stake by 33% in Q2 2026, buying an estimated $910K and bringing the position to 11,433 shares worth $3.92M. The position accounts for 1.21% of the portfolio, ranked #23.

HF Advisory Group first reported a position in V in Q4 2022 and has held it in 15 quarters since. 825 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • HF Advisory Group held 11,433 shares of Visa worth $3.92M as of Q2 2026.
  • HF Advisory Group bought 2,833 Visa shares in Q2 2026, an estimated $910K.
  • Visa made up 1.21% of HF Advisory Group's portfolio in Q2 2026, its #23 holding.
  • HF Advisory Group first reported a position in Visa in Q4 2022 and has held it in 15 quarters since.
  • 825 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on HF Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.