HAG
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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
Q3 		$4.07M Sell
11,339
-94
-0.8% -$34.4K 1.21% 23
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 $45.5B AUM 15.2% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

HF Advisory Group's V Position: Q3 2026 in Review

HF Advisory Group reduced its Visa (V) stake by 0.82% in Q3 2026, selling an estimated $34.4K and leaving 11,339 shares worth $4.07M. 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 16 quarters since. 933 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • HF Advisory Group held 11,339 shares of Visa worth $4.07M as of Q3 2026.
  • HF Advisory Group sold 94 Visa shares in Q3 2026, an estimated $34.4K.
  • Visa made up 1.21% of HF Advisory Group's portfolio in Q3 2026, its #23 holding.
  • HF Advisory Group first reported a position in Visa in Q4 2022 and has held it in 16 quarters since.
  • 933 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on HF Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.