IFS Advisors’s Visa V Stock Holding History

IFS 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 Q3	$289K	Buy	802 +239	+42%	+$87.4K	0.09%	88
2026 Q2	$193K	Sell	563 -46	-8%	-$14.8K	0.09%	28
2026 Q1	$184K	Buy	609 +46	+8%	+$14.8K	0.09%	28
2025 Q4	$198K	Buy	563 +35	+7%	+$11.9K	0.1%	27
2025 Q3	$180K	Hold	528	–	–	0.11%	27
2025 Q2	$187K	Hold	528	–	–	0.14%	19
2025 Q1	$185K	Hold	528	–	–	0.15%	18
2024 Q4	$167K	Hold	528	–	–	0.13%	19
2024 Q3	$145K	Hold	528	–	–	0.12%	18
2024 Q2	$139K	Hold	528	–	–	0.12%	18
2024 Q1	$147K	Hold	528	–	–	0.13%	18
2023 Q4	$137K	Buy	528 +10	+2%	+$2.46K	0.16%	16
2023 Q3	$119K	Hold	518	–	–	0.22%	15
2023 Q2	$123K	Hold	518	–	–	0.3%	11
2023 Q1	$117K	Hold	518	–	–	0.48%	10
2022 Q4	$108K	Hold	518	–	–	0.19%	13
2022 Q3	$92K	Buy	518 +408	+371%	+$83K	0.17%	13
2022 Q2	$21K	Hold	110	–	–	0.06%	30
2022 Q1	$24K	Hold	110	–	–	0.02%	34
2021 Q4	$23K	Buy	+110	New	+$23.6K	0.02%	49
2021 Q1	–	Sell	-110	Closed	-$24K	–	143
2020 Q4	$24K	Buy	+110	New	+$22.5K	0.02%	68

Other funds holding V

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFS Advisors's V Position: Q3 2026 in Review

IFS Advisors increased its Visa (V) stake by 42% in Q3 2026, buying an estimated $87.4K and bringing the position to 802 shares worth $289K. The position accounts for 0.09% of the portfolio, ranked #88.

IFS Advisors first reported a position in V in Q4 2020 and has held it in 21 quarters since. 1,197 funds tracked by Wall St. Rank hold V as of Q3 2026.

IFS Advisors held 802 shares of Visa worth $289K as of Q3 2026.
IFS Advisors bought 239 Visa shares in Q3 2026, an estimated $87.4K.
Visa made up 0.09% of IFS Advisors's portfolio in Q3 2026, its #88 holding.
IFS Advisors first reported a position in Visa in Q4 2020 and has held it in 21 quarters since.
1,197 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.