MFA Wealth Advisors’s Visa V Stock Holding History

MFA 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	$228K	Sell	665 -37	-5%	-$11.9K	0.04%	92
2026 Q1	$212K	Sell	702 -27	-4%	-$8.68K	0.04%	88
2025 Q4	$256K	Sell	729 -60	-8%	-$20.4K	0.05%	79
2025 Q3	$269K	Buy	789 +75	+11%	+$26K	0.06%	79
2025 Q2	$254K	Sell	714 -463	-39%	-$161K	0.06%	80
2025 Q1	$412K	Sell	1,177 -364	-24%	-$123K	0.1%	68
2024 Q4	$487K	Sell	1,541 -425	-22%	-$128K	0.12%	57
2024 Q3	$541K	Sell	1,966 -14,029	-88%	-$3.79M	0.12%	59
2024 Q2	$4.2M	Buy	15,995 +3,606	+29%	+$988K	0.92%	30
2024 Q1	$3.46M	Buy	+12,389	New	+$3.42M	0.91%	27
2020 Q3	–	Sell	-25	Closed	-$4.83K	–	219
2020 Q2	$4.83K	Buy	+25	New	+$4.57K	﹤0.01%	203

Other funds holding V

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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 Carouge, Switzerland $105B AUM 38.07% 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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

MFA Wealth Advisors reduced its Visa (V) stake by 5.3% in Q2 2026, selling an estimated $11.9K and leaving 665 shares worth $228K. The position accounts for 0.04% of the portfolio, ranked #92.

MFA Wealth Advisors first reported a position in V in Q2 2020 and has held it in 11 quarters since. The position peaked at $4.2M in Q2 2024. 2,069 funds tracked by Wall St. Rank hold V as of Q2 2026.

MFA Wealth Advisors held 665 shares of Visa worth $228K as of Q2 2026.
MFA Wealth Advisors sold 37 Visa shares in Q2 2026, an estimated $11.9K.
Visa made up 0.04% of MFA Wealth Advisors's portfolio in Q2 2026, its #92 holding.
MFA Wealth Advisors first reported a position in Visa in Q2 2020 and has held it in 11 quarters since.
MFA Wealth Advisors's Visa position peaked at $4.2M in Q2 2024.
2,069 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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