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Hofer & Associates’s Visa V Stock Holding History

Hofer & Associates’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 		– Sell
-2,518
Closed -$864K – 125
2026
Q2 		$864K Buy
2,518
+839
+50% +$269K 0.42% 34
2026
Q1 		$508K Buy
1,679
+91
+6% +$29.3K 0.27% 37
2025
Q4 		$557K Buy
1,588
+1
+0.1% +$341 0.3% 37
2025
Q3 		$542K Sell
1,587
-110
-6% -$38.1K 0.31% 37
2025
Q2 		$602K Buy
1,697
+1
+0.1% +$349 0.38% 34
2025
Q1 		$594K Buy
1,696
+3
+0.2% +$1.01K 0.4% 35
2024
Q4 		$535K Hold
1,693
– – 0.36% 35
2024
Q3 		$465K Buy
1,693
+4
+0.2% +$1.08K 0.32% 38
2024
Q2 		$443K Buy
1,689
+5
+0.3% +$1.37K 0.34% 35
2024
Q1 		$470K Buy
1,684
+1
+0.1% +$276 0.4% 33
2023
Q4 		$438K Buy
1,683
+3
+0.2% +$739 0.41% 33
2023
Q3 		$386K Buy
1,680
+41
+3% +$9.86K 0.4% 34
2023
Q2 		$389K Buy
1,639
+113
+7% +$25.9K 0.37% 34
2023
Q1 		$317K Hold
1,526
– – 0.32% 38
2022
Q4 		$317K Buy
1,526
+20
+1% +$4.03K 0.32% 38
2022
Q3 		$268K Sell
1,506
-25
-2% -$5.09K 0.29% 39
2022
Q2 		$301K Sell
1,531
-49
-3% -$10.1K 0.31% 38
2022
Q1 		$351K Buy
1,580
+25
+2% +$5.41K 0.31% 38
2021
Q4 		$337K Buy
+1,555
New +$334K 0.31% 40

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.95B 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
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
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Hofer & Associates's V Position: Q3 2026 in Review

Hofer & Associates sold out of Visa (V) in Q3 2026, closing a stake of 2,518 shares — an estimated $864K sold.

Hofer & Associates first reported a position in V in Q4 2021 and held it in 19 quarters. The position peaked at $864K in Q2 2026. 665 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Hofer & Associates reported no remaining Visa position as of Q3 2026 after selling out during the quarter.
  • Hofer & Associates sold 2,518 Visa shares in Q3 2026, an estimated $864K.
  • Hofer & Associates first reported a position in Visa in Q4 2021 and held it in 19 quarters.
  • Hofer & Associates's Visa position peaked at $864K in Q2 2026.
  • 665 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Hofer & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.