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Mayflower Financial Advisors’s Visa V Stock Holding History

Mayflower Financial 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 		$3.83M Sell
11,154
-114
-1% -$36.6K 0.33% 77
2026
Q1 		$3.41M Buy
11,268
+195
+2% +$62.7K 0.41% 69
2025
Q4 		$3.88M Sell
11,073
-302
-3% -$103K 0.47% 57
2025
Q3 		$3.88M Sell
11,375
-1,296
-10% -$449K 0.49% 54
2025
Q2 		$4.5M Buy
12,671
+573
+5% +$200K 0.63% 43
2025
Q1 		$4.24M Buy
12,098
+127
+1% +$43K 0.64% 40
2024
Q4 		$3.78M Buy
11,971
+257
+2% +$77.3K 0.56% 46
2024
Q3 		$3.22M Buy
11,714
+436
+4% +$118K 0.48% 52
2024
Q2 		$2.96M Sell
11,278
-18
-0.2% -$4.93K 0.49% 50
2024
Q1 		$3.15M Buy
11,296
+403
+4% +$111K 0.53% 48
2023
Q4 		$2.84M Buy
10,893
+180
+2% +$44.4K 0.39% 62
2023
Q3 		$2.46M Buy
10,713
+288
+3% +$69.2K 0.37% 61
2023
Q2 		$2.48M Buy
10,425
+126
+1% +$28.8K 0.32% 70
2023
Q1 		$2.32M Buy
10,299
+50
+0.5% +$11.1K 0.31% 69
2022
Q4 		$2.13M Buy
10,249
+108
+1% +$21.8K 0.3% 70
2022
Q3 		$1.8M Sell
10,141
-421
-4% -$85.7K 0.29% 70
2022
Q2 		$2.08M Sell
10,562
-28
-0.3% -$5.79K 0.32% 64
2022
Q1 		$2.35M Sell
10,590
-194
-2% -$42K 0.32% 59
2021
Q4 		$2.34M Buy
10,784
+431
+4% +$92.5K 0.31% 59
2021
Q3 		$2.42M Buy
10,353
+1,297
+14% +$304K 0.33% 64
2021
Q2 		$2.12M Sell
9,056
-250
-3% -$57.2K 0.29% 66
2021
Q1 		$1.97M Sell
9,306
-21
-0.2% -$4.42K 0.29% 62
2020
Q4 		$2.04M Buy
+9,327
New +$1.91M 0.35% 54

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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
CF
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

Mayflower Financial Advisors's V Position: Q2 2026 in Review

Mayflower Financial Advisors reduced its Visa (V) stake by 1% in Q2 2026, selling an estimated $36.6K and leaving 11,154 shares worth $3.83M. The position accounts for 0.33% of the portfolio, ranked #77.

Mayflower Financial Advisors first reported a position in V in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.5M in Q2 2025. 825 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Mayflower Financial Advisors held 11,154 shares of Visa worth $3.83M as of Q2 2026.
  • Mayflower Financial Advisors sold 114 Visa shares in Q2 2026, an estimated $36.6K.
  • Visa made up 0.33% of Mayflower Financial Advisors's portfolio in Q2 2026, its #77 holding.
  • Mayflower Financial Advisors first reported a position in Visa in Q4 2020 and has held it in 23 quarters since.
  • Mayflower Financial Advisors's Visa position peaked at $4.5M in Q2 2025.
  • 825 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.