JWA
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JFS Wealth Advisors’s Visa V Stock Holding History

JFS Wealth 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
Q2 		$1.78M Buy
5,192
+160
+3% +$51.4K 0.09% 122
2026
Q1 		$1.52M Sell
5,032
-302
-6% -$97.1K 0.09% 129
2025
Q4 		$1.87M Sell
5,334
-284
-5% -$96.8K 0.11% 112
2025
Q3 		$1.92M Buy
5,618
+669
+14% +$232K 0.11% 111
2025
Q2 		$1.76M Sell
4,949
-62
-1% -$21.6K 0.11% 110
2025
Q1 		$1.76M Sell
5,011
-309
-6% -$105K 0.12% 104
2024
Q4 		$1.68M Sell
5,320
-21
-0.4% -$6.32K 0.11% 102
2024
Q3 		$1.47M Buy
5,341
+3,164
+145% +$855K 0.1% 118
2024
Q2 		$571K Sell
2,177
-126
-5% -$34.5K 0.05% 148
2024
Q1 		$643K Buy
2,303
+76
+3% +$21K 0.05% 142
2023
Q4 		$580K Buy
2,227
+108
+5% +$26.6K 0.05% 139
2023
Q3 		$487K Buy
2,119
+1,145
+118% +$275K 0.05% 150
2023
Q2 		$231K Hold
974
– – 0.02% 204
2023
Q1 		$220K Sell
974
-20
-2% -$4.45K 0.02% 208
2022
Q4 		$207K Sell
994
-79
-7% -$15.9K 0.02% 213
2022
Q3 		$191K Sell
1,073
-169
-14% -$34.4K 0.02% 217
2022
Q2 		$245K Buy
1,242
+53
+4% +$11K 0.03% 191
2022
Q1 		$264K Buy
1,189
+124
+12% +$26.8K 0.02% 202
2021
Q4 		$231K Sell
1,065
-583
-35% -$125K 0.02% 212
2021
Q3 		$367K Buy
1,648
+1,559
+1,752% +$366K 0.04% 170
2021
Q2 		$21K Buy
89
+17
+24% +$3.89K ﹤0.01% 363
2021
Q1 		$15K Sell
72
-422
-85% -$88.8K ﹤0.01% 381
2020
Q4 		$108K Buy
494
+62
+14% +$12.7K 0.02% 187
2020
Q3 		$86K Hold
432
– – 0.02% 189
2020
Q2 		$83K Buy
432
+60
+16% +$11K 0.02% 194
2020
Q1 		$60K Buy
372
+269
+261% +$50.7K 0.02% 208
2019
Q4 		$19K Sell
103
-247
-71% -$44.5K ﹤0.01% 312
2019
Q3 		$60K Buy
350
+52
+17% +$9.26K 0.02% 224
2019
Q2 		$52K Hold
298
– – 0.01% 237
2019
Q1 		$47K Hold
298
– – 0.01% 228
2018
Q4 		$39K Hold
298
– – 0.01% 240
2018
Q3 		$45K Hold
298
– – 0.01% 254
2018
Q2 		$39K Sell
298
-96
-24% -$12.4K 0.01% 256
2018
Q1 		$47K Sell
394
-52
-12% -$6.3K 0.01% 250
2017
Q4 		$51K Buy
446
+147
+49% +$16.2K 0.01% 252
2017
Q3 		$31K Hold
299
– – 0.01% 283
2017
Q2 		$28K Sell
299
-300
-50% -$27.8K 0.01% 269
2017
Q1 		$47K Hold
599
– – 0.01% 225
2016
Q4 		$47K Sell
599
-153
-20% -$12.3K 0.01% 225
2016
Q3 		$62K Hold
752
– – 0.02% 220
2016
Q2 		$56K Sell
752
-61
-8% -$4.78K 0.02% 244
2016
Q1 		$62K Sell
813
-239
-23% -$17.4K 0.02% 215
2015
Q4 		$82K Buy
1,052
+600
+133% +$46.5K 0.02% 197
2015
Q3 		$31K Sell
452
-2,835
-86% -$202K 0.01% 244
2015
Q2 		$221K Buy
3,287
+2,779
+547% +$188K 0.11% 85
2015
Q1 		$33K Buy
508
+4
+0.8% +$264 0.02% 222
2014
Q4 		$33K Hold
504
– – 0.01% 232
2014
Q3 		$27K Sell
504
-20
-4% -$1.07K ﹤0.01% 237
2014
Q2 		$28K Buy
+524
New +$27.4K 0.01% 234

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

JFS Wealth Advisors's V Position: Q2 2026 in Review

JFS Wealth Advisors increased its Visa (V) stake by 3.2% in Q2 2026, buying an estimated $51.4K and bringing the position to 5,192 shares worth $1.78M. The position accounts for 0.09% of the portfolio, ranked #122.

JFS Wealth Advisors first reported a position in V in Q2 2014 and has held it in 49 quarters since. The position peaked at $1.92M in Q3 2025. 2,005 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • JFS Wealth Advisors held 5,192 shares of Visa worth $1.78M as of Q2 2026.
  • JFS Wealth Advisors bought 160 Visa shares in Q2 2026, an estimated $51.4K.
  • Visa made up 0.09% of JFS Wealth Advisors's portfolio in Q2 2026, its #122 holding.
  • JFS Wealth Advisors first reported a position in Visa in Q2 2014 and has held it in 49 quarters since.
  • JFS Wealth Advisors's Visa position peaked at $1.92M in Q3 2025.
  • 2,005 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.