MFA Wealth Services’s Visa V Stock Holding History

MFA Wealth Services’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	$516K	Sell	1,437 -141	-9%	-$51.5K	0.31%	80
2026 Q2	$542K	Sell	1,578 -57	-3%	-$18.3K	0.32%	78
2026 Q1	$494K	Sell	1,635 -28	-2%	-$9K	0.33%	79
2025 Q4	$583K	Buy	1,663 +27	+2%	+$9.2K	0.39%	71
2025 Q3	$559K	Buy	1,636 +6	+0.4%	+$2.08K	0.39%	71
2025 Q2	$579K	Sell	1,630 -50	-3%	-$17.4K	0.43%	60
2025 Q1	$589K	Sell	1,680 -125	-7%	-$42.3K	0.48%	52
2024 Q4	$570K	Buy	+1,805	New	+$543K	0.46%	60

Other funds holding V

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

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

MFA Wealth Services reduced its Visa (V) stake by 8.9% in Q3 2026, selling an estimated $51.5K and leaving 1,437 shares worth $516K. The position accounts for 0.31% of the portfolio, ranked #80.

MFA Wealth Services first reported a position in V in Q4 2024 and has held it in 8 quarters since. The position peaked at $589K in Q1 2025. 933 funds tracked by Wall St. Rank hold V as of Q3 2026.

MFA Wealth Services held 1,437 shares of Visa worth $516K as of Q3 2026.
MFA Wealth Services sold 141 Visa shares in Q3 2026, an estimated $51.5K.
Visa made up 0.31% of MFA Wealth Services's portfolio in Q3 2026, its #80 holding.
MFA Wealth Services first reported a position in Visa in Q4 2024 and has held it in 8 quarters since.
MFA Wealth Services's Visa position peaked at $589K in Q1 2025.
933 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on MFA Wealth Services's 13F filing for Q3 2026, filed 14 Oct 2026.