KFS
V icon

Kelly Financial Services’s Visa V Stock Holding History

Kelly Financial Services’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 		$320K Buy
932
+1
+0.1% +$321 0.07% 101
2026
Q1 		$281K Sell
931
-37
-4% -$11.9K 0.07% 99
2025
Q4 		$340K Sell
968
-6
-0.6% -$2.04K 0.09% 83
2025
Q3 		$332K Sell
974
-64
-6% -$22.1K 0.09% 80
2025
Q2 		$368K Buy
1,038
+8
+0.8% +$2.79K 0.11% 73
2025
Q1 		$361K Sell
1,030
-10
-1% -$3.38K 0.13% 69
2024
Q4 		$329K Sell
1,040
-14
-1% -$4.21K 0.12% 77
2024
Q3 		$290K Sell
1,054
-9
-0.8% -$2.43K 0.11% 87
2024
Q2 		$279K Sell
1,063
-25
-2% -$6.85K 0.1% 88
2024
Q1 		$304K Buy
1,088
+166
+18% +$45.8K 0.12% 86
2023
Q4 		$240K Buy
922
+10
+1% +$2.46K 0.1% 90
2023
Q3 		$210K Buy
912
+2
+0.2% +$481 0.1% 88
2023
Q2 		$216K Buy
910
+31
+4% +$7.09K 0.1% 83
2023
Q1 		$198K Sell
879
-15
-2% -$3.34K 0.1% 81
2022
Q4 		$186K Hold
894
– – 0.1% 88
2022
Q3 		$159K Buy
894
+19
+2% +$3.87K 0.09% 82
2022
Q2 		$172K Sell
875
-18
-2% -$3.72K 0.09% 83
2022
Q1 		$198K Sell
893
-329
-27% -$71.2K 0.09% 80
2021
Q4 		$265K Buy
1,222
+154
+14% +$33.1K 0.12% 66
2021
Q3 		$238K Sell
1,068
-240,598
-100% -$56.4M 0.13% 59
2021
Q2 		$1.03M Buy
241,666
+240,758
+26,515% +$55M 0.04% 115
2021
Q1 		$192K Buy
908
+23
+3% +$4.84K 0.12% 49
2020
Q4 		$194K Sell
885
-20
-2% -$4.09K 0.13% 39
2020
Q3 		$181K Hold
905
– – 0.13% 32
2020
Q2 		$175K Hold
905
– – 0.14% 33
2020
Q1 		$146K Buy
905
+1
+0.1% +$188 0.18% 29
2019
Q4 		$170K Sell
904
-4
-0.4% -$721 0.13% 31
2019
Q3 		$156K Buy
908
+106
+13% +$18.9K 0.14% 31
2019
Q2 		$139K Buy
802
+26
+3% +$4.26K 0.13% 35
2019
Q1 		$121K Buy
+776
New +$112K 0.13% 38

Other funds holding V

WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM