KMG Fiduciary Partners’s Visa V Stock Holding History

KMG Fiduciary Partners’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	$6.7M	Sell	19,526 -13,531	-41%	-$4.34M	0.62%	39
2026 Q1	$9.99M	Buy	33,057 +2,006	+6%	+$645K	0.74%	36
2025 Q4	$10.9M	Buy	31,051 +449	+1%	+$153K	0.77%	33
2025 Q3	$10.4M	Buy	30,602 +1,391	+5%	+$481K	0.7%	35
2025 Q2	$10.4M	Buy	29,211 +1,351	+5%	+$471K	0.77%	33
2025 Q1	$9.76M	Buy	27,860 +13,157	+89%	+$4.45M	0.81%	31
2024 Q4	$4.65M	Buy	14,703 +770	+6%	+$232K	0.38%	66
2024 Q3	$3.83M	Buy	13,933 +37	+0.3%	+$10K	0.33%	77
2024 Q2	$3.65M	Buy	13,896 +269	+2%	+$73.7K	0.36%	66
2024 Q1	$3.8M	Buy	13,627 +20	+0.1%	+$5.52K	0.39%	62
2023 Q4	$3.54M	Buy	13,607 +523	+4%	+$129K	0.41%	64
2023 Q3	$3.01M	Buy	13,084 +360	+3%	+$86.5K	0.4%	68
2023 Q2	$3.02M	Buy	12,724 +392	+3%	+$89.7K	0.39%	69
2023 Q1	$2.78M	Sell	12,332 -703	-5%	-$156K	0.4%	67
2022 Q4	$2.71M	Sell	13,035 -1,413	-10%	-$285K	0.44%	68
2022 Q3	$2.57M	Sell	14,448 -306	-2%	-$62.3K	0.49%	58
2022 Q2	$2.9M	Buy	14,754 +218	+1%	+$45.1K	0.54%	46
2022 Q1	$3.22M	Sell	14,536 -312	-2%	-$67.5K	0.52%	48
2021 Q4	$3.22M	Buy	14,848 +1,448	+11%	+$311K	0.5%	55
2021 Q3	$2.98M	Buy	13,400 +210	+2%	+$49.2K	0.51%	50
2021 Q2	$3.08M	Buy	13,190 +337	+3%	+$77K	0.54%	47
2021 Q1	$2.72M	Sell	12,853 -44	-0.3%	-$9.26K	0.53%	48
2020 Q4	$2.77M	Buy	12,897 +1,597	+14%	+$327K	0.58%	44
2020 Q3	$2.26M	Buy	11,300 +100	+0.9%	+$20K	0.56%	45
2020 Q2	$2.16M	Sell	11,200 -71	-0.6%	-$13K	0.6%	49
2020 Q1	$1.82M	Buy	11,271 +10,163	+917%	+$1.91M	0.59%	49
2019 Q4	$208K	Buy	+1,108	New	+$200K	0.06%	123

Other funds holding V

Ninety One (UK)

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return