MFGM
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Marshall Financial Group (Maryland)’s Visa V Stock Holding History

Marshall Financial Group (Maryland)’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 		$3.7M Buy
10,775
+456
+4% +$146K 0.54% 33
2026
Q1 		$3.12M Sell
10,319
-87
-0.8% -$28K 0.5% 42
2025
Q4 		$3.65M Sell
10,406
-204
-2% -$69.5K 0.71% 24
2025
Q3 		$3.62M Buy
10,610
+96
+0.9% +$33.2K 0.71% 26
2025
Q2 		$3.75M Sell
10,514
-1,176
-10% -$410K 0.74% 24
2025
Q1 		$4.1M Sell
11,690
-241
-2% -$81.5K 0.9% 19
2024
Q4 		$3.77M Buy
11,931
+152
+1% +$45.7K 0.91% 21
2024
Q3 		$3.24M Buy
11,779
+1,588
+16% +$429K 0.77% 24
2024
Q2 		$2.67M Buy
10,191
+192
+2% +$52.6K 0.75% 27
2024
Q1 		$2.79M Buy
9,999
+257
+3% +$71K 0.8% 23
2023
Q4 		$2.54M Sell
9,742
-44
-0.4% -$10.8K 0.82% 26
2023
Q3 		$2.25M Sell
9,786
-24
-0.2% -$5.77K 0.81% 30
2023
Q2 		$2.33M Sell
9,810
-14
-0.1% -$3.2K 0.79% 30
2023
Q1 		$2.21M Sell
9,824
-701
-7% -$156K 0.79% 31
2022
Q4 		$2.19M Sell
10,525
-12
-0.1% -$2.42K 0.85% 33
2022
Q3 		$1.87M Buy
10,537
+34
+0.3% +$6.92K 0.79% 29
2022
Q2 		$2.07M Buy
10,503
+937
+10% +$194K 0.83% 25
2022
Q1 		$2.12M Sell
9,566
-99
-1% -$21.4K 0.87% 16
2021
Q4 		$2.1M Buy
9,665
+2,186
+29% +$469K 0.77% 23
2021
Q3 		$1.67M Buy
7,479
+367
+5% +$86.1K 0.86% 16
2021
Q2 		$1.66M Sell
7,112
-513
-7% -$117K 0.9% 17
2021
Q1 		$1.61M Sell
7,625
-199
-3% -$41.9K 0.96% 21
2020
Q4 		$1.71M Buy
+7,824
New +$1.6M 1.12% 14

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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Marshall Financial Group (Maryland)'s V Position: Q2 2026 in Review

Marshall Financial Group (Maryland) increased its Visa (V) stake by 4.4% in Q2 2026, buying an estimated $146K and bringing the position to 10,775 shares worth $3.7M. The position accounts for 0.54% of the portfolio, ranked #33.

Marshall Financial Group (Maryland) first reported a position in V in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.1M in Q1 2025. 1,518 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Marshall Financial Group (Maryland) held 10,775 shares of Visa worth $3.7M as of Q2 2026.
  • Marshall Financial Group (Maryland) bought 456 Visa shares in Q2 2026, an estimated $146K.
  • Visa made up 0.54% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #33 holding.
  • Marshall Financial Group (Maryland) first reported a position in Visa in Q4 2020 and has held it in 23 quarters since.
  • Marshall Financial Group (Maryland)'s Visa position peaked at $4.1M in Q1 2025.
  • 1,518 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.