NWF Advisory Services
V icon

NWF Advisory Services’s Visa V Stock Holding History

NWF Advisory 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 		$13.9M Sell
38,685
-86
-0.2% -$31.4K 1.29% 18
2026
Q2 		$13.3M Buy
38,771
+1,136
+3% +$365K 1.25% 18
2026
Q1 		$11.4M Buy
37,635
+1,010
+3% +$325K 1.28% 18
2025
Q4 		$12.8M Buy
36,625
+289
+0.8% +$98.5K 1.42% 18
2025
Q3 		$12.4M Buy
36,336
+146
+0.4% +$50.5K 1.36% 17
2025
Q2 		$12.8M Buy
36,190
+2,238
+7% +$780K 1.53% 16
2025
Q1 		$11.9M Sell
33,952
-2,889
-8% -$978K 1.67% 15
2024
Q4 		$11.6M Buy
36,841
+3,664
+11% +$1.1M 1.71% 16
2024
Q3 		$9.12M Sell
33,177
-297
-0.9% -$80.3K 1.33% 22
2024
Q2 		$8.79M Sell
33,474
-40
-0.1% -$11K 1.4% 20
2024
Q1 		$9.35M Buy
33,514
+167
+0.5% +$46.1K 1.56% 17
2023
Q4 		$8.68M Buy
33,347
+158
+0.5% +$38.9K 1.73% 14
2023
Q3 		$7.63M Buy
33,189
+113
+0.3% +$27.2K 1.8% 13
2023
Q2 		$7.85M Hold
33,076
– – 1.82% 13
2023
Q1 		$7.85M Buy
+33,076
New +$7.36M 1.82% 13

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

NWF Advisory Services's V Position: Q3 2026 in Review

NWF Advisory Services reduced its Visa (V) stake by 0.22% in Q3 2026, selling an estimated $31.4K and leaving 38,685 shares worth $13.9M. The position accounts for 1.29% of the portfolio, ranked #18.

NWF Advisory Services first reported a position in V in Q1 2023 and has held it in 15 quarters since. 870 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • NWF Advisory Services held 38,685 shares of Visa worth $13.9M as of Q3 2026.
  • NWF Advisory Services sold 86 Visa shares in Q3 2026, an estimated $31.4K.
  • Visa made up 1.29% of NWF Advisory Services's portfolio in Q3 2026, its #18 holding.
  • NWF Advisory Services first reported a position in Visa in Q1 2023 and has held it in 15 quarters since.
  • 870 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.