MFA Wealth Advisors
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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
Q3 		$983K Buy
2,735
+2,070
+311% +$757K 0.17% 51
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

MFA Wealth Advisors's V Position: Q3 2026 in Review

MFA Wealth Advisors increased its Visa (V) stake by 311% in Q3 2026, buying an estimated $757K and bringing the position to 2,735 shares worth $983K. The position accounts for 0.17% of the portfolio, ranked #51.

MFA Wealth Advisors first reported a position in V in Q2 2020 and has held it in 12 quarters since. The position peaked at $4.2M in Q2 2024. 3,681 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • MFA Wealth Advisors held 2,735 shares of Visa worth $983K as of Q3 2026.
  • MFA Wealth Advisors bought 2,070 Visa shares in Q3 2026, an estimated $757K.
  • Visa made up 0.17% of MFA Wealth Advisors's portfolio in Q3 2026, its #51 holding.
  • MFA Wealth Advisors first reported a position in Visa in Q2 2020 and has held it in 12 quarters since.
  • MFA Wealth Advisors's Visa position peaked at $4.2M in Q2 2024.
  • 3,681 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on MFA Wealth Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.